Financial Planning Checklists and Flowcharts + CRM: A Webinar on the fpPathfinder + Wealthbox Integration – Wealthbox CRM

recorded webinar

Financial Planning Checklists and Flowcharts + CRM: A Webinar on the fpPathfinder + Wealthbox Integration

Join us for this live webinar to see new integration updates between fpPathfinder and Wealthbox. Discover how updated interactive checklists and automated tasks save advisors time by eliminating outdated manual processes.

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