How Advisors Use fpPathfinder + Wealthbox to Navigate Financial Planning Questions

Thursday, Feb 9, 2023 at 2:00 PM ET

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Join us for a live webinar to see how the fpPathfinder + Wealthbox integration helps advisors create engaging, organized planning opportunities with clients. This webinar will cover:

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

Speakers

Mike Lecours

Co-founder

fpPathfinder

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

Co-Founder of fpPathfinder.