Creating A Client Service System That Actually Works

To download the tools mentioned in the webinar, follow this link. Hosts: fpPathfinder Co-Founder Michael Lecours, CFP®, and Resilient Advisor's Jay Coulter, CFP®, CIMA®. Check out the complimentary Client Service Calendar from fpPathfinder here.

Related Tool: Client Engagement Builder

Create Your Own Client Service Calendar With Deluxe Or Premier Membership

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