Financial Planning + CRM: A Webinar on the Integration of Wealthbox & fpPathfinder – Wealthbox CRM

recorded webinar

Financial Planning + CRM: A Webinar on the Integration of Wealthbox & fpPathfinder

Join this live webinar and see how the integration between Wealthbox and fpPathfinder works to streamline the way advisors navigate complex financial planning questions. The demo includes how advisors can launch interactive financial planning checklists directly from Wealthbox and save notes directly to the contact record documenting the planning opportunities an advisors discusses with their clients.

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