Recorded Webinar
Workflows

Client Service Calendar Workflow with fpPathfinder + Wealthbox

PRESENTED BY
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ABOUT THIS WEBINAR

Join fpPathfinder and Wealthbox for a demo of fpPathfinder’s “Client Service Calendar Workflow” template in Wealthbox. Learn how to stay on top of key client milestones and automate follow-ups all year long. 

This webinar will cover

  1. 1 An overview of Workflow Libraries in Wealthbox.
  2. 2 How advisors can duplicate and edit existing workflows and create and edit workflow templates in Wealthbox.
  3. 3 How to use fpPathfinder’s Client Service Calendar Workflow template to streamline client communication and stay on top of important financial planning tasks throughout the year.
  4. 4 Getting started with the fpPathfinder Client Service Calendar Workflow template in Wealthbox.

SPEAKERS

Stacia Waren

Stacia Waren

Member Experience Manager

fpPathfinder

Jim Carlson

Jim Carlson

Wealth Advisor

Gannett Wealth Advisors

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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