Live Webinar
Best Practices
Documenting Due Diligence in Financial Planning
Thursday, November 5, 2026 @ 2:00 PM ET
PRESENTED BY
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ABOUT THIS WEBINAR
Thorough financial planning starts with asking the right questions and documenting the conversations, recommendations, and actions that follow.
Join Wealthbox and fpPathfinder for a live webinar exploring how advisors can use fpPathfinder’s planning checklists alongside Wealthbox’s CRM capabilities to identify planning opportunities, document client interactions, and maintain organized records of their due diligence.
Join Wealthbox and fpPathfinder for a live webinar exploring how advisors can use fpPathfinder’s planning checklists alongside Wealthbox’s CRM capabilities to identify planning opportunities, document client interactions, and maintain organized records of their due diligence.
WHAT WE'LL COVER
- 1 Using fpPathfinder checklists to ask the right questions, uncover planning needs, and guide more comprehensive client conversations.
- 2 Leveraging the Wealthbox integration to document planning activities, track follow-ups, and maintain a clear record of client interactions.
- 3 Organizing client notes, tasks, and workflows in Wealthbox to demonstrate a consistent and thorough planning process.
- 4 Exploring how Wealthbox Vault supports document management and compliance oversight with file storage, version history, and audit trails.
SPEAKERS
Jim Carlson
Wealth Advisor
Gannett Wealth Advisors
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.”
