Bridging the Advice Engagement Gap with Moneytree and fpPathfinder (Nov 19)
Today’s clients are seeking deeper engagement, and with Moneytree and fpPathfinder’s new one-of-a-kind knowledge integration, you can deliver.
Easily access comprehensive checklists, flowcharts, and summary guides embedded in the same place you create your financial plans – Moneytree. Streamline your workflow while elevating the quality of your client conversations.
Join us to see how this dynamic partnership can work for you. Patrick Spencer and Matt Garrett of Moneytree Software, and Michael LeCours and Chris Granger of fpPathfinder are teaming up to show you a better way to work.