fpPathfinder

?? Timely Guide: Clients have questions, and you have answers. Be prepared with the "What Issues Should I Consider During A Recession Or Market Correction?" checklist. Download now ?? https://fp.guide/recession

After a whole lot of trial, error, and probably overthinking every step, I’ve dialed in the onboarding process at Carlson Planning Company. Turns out, when you build a seamless experience for clients, people notice—vendors have started reaching out, and I’m excited to see where this goes. Onboarding shouldn’t feel like a scavenger hunt (for you or the client). If you're an advisor looking to tighten things up, this webinar is worth a look.

?? Discover how to set up new clients for success with a streamlined onboarding process. Join fpPathfinder and Wealthbox as we welcome advisor James E. Carlson, CDAA to share his insights on optimizing your onboarding workflows. REGISTER NOW: https://buff.ly/fCUg9tl This webinar will cover: ? Structuring a clear and repeatable client onboarding process. ? Leveraging technology to improve efficiency and data accuracy. ? Keeping clients engaged and informed throughout the onboarding journey.

It's not too late to register! ?? https://buff.ly/41zUdHy

Join Stacia Waren, MBA, FPQP?, CSX?, aPHR?, Director of Product on March 7th at 1 PM ET for a 30-minute deep dive into creating impactful client deliverable reports. In this session, you’ll learn how to leverage fpPathfinder’s tools, available to Deluxe and Premier members, including: ? Client Deliverable Reports – Turn key planning insights into client-ready materials. ? Client Engagement Builder – Showcase important touchpoints all year long REGISTER NOW: https://buff.ly/41zUdHy

?? See the fpPathfinder + Income Lab integration in action! REGISTER NOW: https://buff.ly/3QwXRf5 Join fpPathfinder & Income Lab as advisor Randy Dippell demonstrates how this new integration streamlines planning, uncovers key opportunities, and delivers client-ready guides that educate and enhance value. ? See Randy Dippell’s process in action, integrating both tools. ? Learn how to save time on complex calculations and uncover planning opportunities. ? Discover how to streamline your process with customizable, white-labeled guides. REGISTER NOW: https://buff.ly/3QwXRf5

Join Stacia Waren, MBA, FPQP?, CSX?, aPHR?, Director of Product, for a 30-minute Office Hour webinar where you’ll learn how to leverage fpPathfinder's back page feature available with Deluxe and Premier memberships. During this session, you’ll learn: ? How to set up your optional back page (and manage share link settings for Premier members). ? The differences between basic and advanced settings. ? How to maximize the impact of your back page. Don’t miss this opportunity to elevate your membership experience! REGISTER HERE: https://buff.ly/40HIdlL

?? Save your seat! Hit the “easy button” on Estate Planning. Register below!

?? UPCOMING WEBINAR! "Why reinvent the wheel or overspend? Advisors wouldn’t tell their clients to do that. So why should you?" — Katie Noles, CEP? Join Katie Noles (former advisor, now owner of Advisors EP) as she shares her workflow + tools (fpPathfinder + EncorEstate Plans) to simplify estate planning for advisors and clients. What you’ll learn: ? How estate plans generate prospects without paying for leads. ?? Katie’s “Low Effort, High ROI” workflow to scale revenue + uncover new opportunities. ?? Fast-track onboarding + eliminate “the unknown” of assets held away. ?? Register Now: https://buff.ly/4h3Z09D

?? Learn how fpPathfinder and EncorEstate Plans can help you incorporate Estate Planning into your practice! Register now ?? https://buff.ly/4h3Z09D