Live Webinar
Best Practices
Building a Repeatable Client Service Model
Tuesday, September 15, 2026 @ 2:00 PM ET
PRESENTED BY
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ABOUT THIS WEBINAR
Consistent client service shouldn’t depend on remembering what needs to happen next. With the right processes in place, advisory firms can create a repeatable service model that keeps teams organized, delivers value throughout the year, and makes it easier to provide a consistent experience across every client relationship.
Join fpPathfinder and Wealthbox for a practical look at building a Client Service Calendar directly into your CRM workflows. We’ll explore how fpPathfinder’s Client Service Calendar Workflow templates in Wealthbox can help firms turn planning opportunities into repeatable processes, coordinate client touchpoints throughout the year, and give teams a clear path forward.
Join fpPathfinder and Wealthbox for a practical look at building a Client Service Calendar directly into your CRM workflows. We’ll explore how fpPathfinder’s Client Service Calendar Workflow templates in Wealthbox can help firms turn planning opportunities into repeatable processes, coordinate client touchpoints throughout the year, and give teams a clear path forward.
WHAT WE'LL COVER
- 1 Building a repeatable Client Service Calendar using fpPathfinder and Wealthbox
- 2 Creating consistent workflows for recurring planning and client service activities
- 3 Keeping teams aligned on what needs to happen throughout the client relationship
- 4 Scaling a consistent client service experience across your firm
SPEAKERS
Christian Kirchoff
Team Lead of Customer Success
Wealthbox
Jim Carlson
Wealth Advisor
Gannett Wealth Advisors
“fpPathfinder’s partnership with Wealthbox allows advisors to quickly provide advice to their clients and ensure they are not missing a major planning issue.”
