Recorded Webinar
Workflows

Best Practices for Client Onboarding with fpPathfinder + Wealthbox

PRESENTED BY
+

ABOUT THIS WEBINAR

Discover how to set up new clients for success with a streamlined and efficient onboarding process. Learn best practices to keep advisors organized, enhance client experience, and ensure a smooth transition. Join fpPathfinder and Wealthbox for expert insights on optimizing your onboarding workflows.

This webinar will cover

  1. 1 Structuring a clear and repeatable client onboarding process.
  2. 2 Leveraging technology to improve efficiency and data accuracy.
  3. 3 Keeping clients engaged and informed throughout the onboarding journey.
  4. 4 Best practices for maintaining organization and compliance.

SPEAKERS

Stacia Waren

Stacia Waren

Member Experience Manager

fpPathfinder

Jim Carlson

Jim Carlson

Financial Planner

Carlson Planning

Chris Kopanski

Chris Kopanski

Head of Customer Education

Wealthbox

“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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