Leveraging The Holistiplan & fpPathfinder Integration To Enhance Client Conversations (April 10, 2025)
Clients look to you for clarity on complex financial topics. Make those conversations more engaging and impactful with the Holistiplan and fpPathfinder integration.
In this webinar, we’ll show you how to use these tools together to simplify tax-related discussions, uncover planning opportunities, and guide clients with confidence.
See real-life examples of how to seamlessly transition conversations and provide clients with clear, actionable recommendations.