From Leads To Lasting Plans: How Advisors Use fpPathfinder + Asset Map To Elevate Client Engagement (May 21, 2025)

Join fpPathfinder and Asset Map for a live webinar showcasing how financial advisor Jason Hamilton turns prospecting into planning with a powerful combo: fpPathfinder and Asset Map. Jason will walk us through how he uses fpPathfinder guides not only to attract and nurture leads through strategic marketing, but also to educate clients, deepen planning conversations, and deliver professional, customized recommendations within Asset Map.