Recorded Webinar
Integration Demos

How Advisors Use fpPathfinder + Wealthbox to Navigate Financial Planning Questions

ABOUT THIS WEBINAR

Watch this previously live webinar to see how the fpPathfinder + Wealthbox integration helps advisors create engaging, organized planning opportunities with clients.

This webinar will cover

  1. 1 How fpPathfinder’s technology allows advisors to create interactive flowcharts and checklists to facilitate client engagement.
  2. 2 How Wealthbox’s “social CRM” product design allows advisors to collaborate as a team and manage client relationships like never before.
  3. 3 How advisors use the integration between fpPathfinder and Wealthbox to launch interactive financial planning checklists directly from Wealthbox.
  4. 4 The benefits of the fpPathfinder and Wealthbox integration, and how to get started with ease.

SPEAKERS

Mike Lecours

Mike Lecours

Co-founder

fpPathfinder

Jenna Ghibaudy

Jenna Ghibaudy

Product Specialist

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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