Recorded Webinar
Best Practices

AI-Powered Meeting Prep with Wealthbox + fpPathfinder

PRESENTED BY
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ABOUT THIS WEBINAR

Learn how advisors can save time and stay organized by combining Wealthbox’s AI Notetaker with fpPathfinder’s prefilled client notes. Join Wealthbox and fpPathfinder to see how meeting prep workflows automatically surface questionnaire data, suggested tasks, and client insights, helping teams focus on meaningful conversations instead of manual data entry.

This webinar will cover

  1. 1 How fpPathfinder engagement data feeds directly into Wealthbox meeting prep
  2. 2 Using the AI Notetaker to generate actionable tasks from prefilled client notes
  3. 3 Streamlining client meetings with automated insights and summaries
  4. 4 Best practices for reducing administrative work while improving follow-through

SPEAKERS

Christian Kirchoff

Christian Kirchoff

Team Lead of Customer Success

Wealthbox

Jim Carlson

Jim Carlson

Financial Planner

Carlson Planning

“fpPathfinder’s partnership with Wealthbox allows advisors to quickly provide advice to their clients and ensure they are not missing a major planning issue.”
Michael Lecours

Michael Lecours

Co-Founder of fpPathfinder

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