AI-Powered Meeting Prep with Wealthbox + fpPathfinder

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