Unlock Planning Potential: How To Leverage IncomeLab and fpPathfinder For Better Client Conversations (Feb 27)
Elevate your client services with a real advisor use case! Join fpPathfinder and Income Lab as advisor Randy Dipell shows you how this new, powerful integration simplifies complex planning calculations and delivers client-ready guides that build trust, boost confidence, and uncover key planning opportunities.
Key Takeaways:
✅ See Randy Dipell’s workflow in action, integrating both tools.
✅ Learn how to save time on complex calculations and uncover planning opportunities.
✅ Discover how to streamline your process with customizable, white-labeled guides.