Client Service Calendar: Scale Client Engagement With fpPathfinder + Wealthbox

Join fpPathfinder and Wealthbox for a live webinar featuring advisor Jim Carlson, who will share how he delivers timely, impactful client touchpoints using fpPathfinder’s Client Service Calendar and email templates, fully integrated within Wealthbox. You’ll also learn how to customize and automate Wealthbox workflows using the tools already built into the CRM.

By the end of this session, you’ll have a clear process for:

1. Creating a repeatable, year-round client service calendar
2. Using fpPathfinder guides and email templates for timely client touchpoints
3. Automating communication and follow-ups with Wealthbox workflows
4. Customizing fpPathfinder’s Client Service Calendar Workflow Template directly in Wealthbox