Using fpPathfinder Interactive Checklists To Expand Planning Opportunities - July 23, 2024

Tuesday, July 23, 2024

12:00 PM Central Daylight Time

1 hour - Register Here!

Hone your client flywheel by offering problem-based planning solutions to expand opportunities. Join advisor Katie Noles to learn how she incorporates fpPathfinder’s Interactive Checklists into her planning process to save time and reduce her workload while delivering estate planning solutions to clients.

What you’ll get:

  • fpPathfinder + Redtail Integration Demo
  • How to incorporate Interactive Checklists into your practice
  • How estate planning (or other problem-based planning solutions) can help expand client opportunities

Register Today