Live Webinar Ended
Best Practices
Client Service Calendar: Scale Client Engagement With fpPathfinder + Wealthbox
Thursday, August 21, 2025 @ 2:00 PM ET
PRESENTED BY
+
ABOUT THIS WEBINAR
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
SPEAKERS
Stacia Waren
Member Experience Manager
fpPathfinder
Jim Carlson
Financial Planner
Carlson Planning
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.”
