Simplify Client Engagement All Year Long with fpPathfinder & Redtail (July 17, 2025)
Want to make client engagement easier—and more effective—all year long?
Join fpPathfinder and advisor Michael Whitman to learn how he delivers timely, impactful touchpoints using fpPathfinder’s Client Service Calendar and email templates, paired with Redtail CRM’s broadcast email feature.
You’ll also hear from a Redtail CRM expert who’ll share practical ways to get more out of your broadcast emails.
This webinar is ideal for advisors looking to:
✅ Streamline client communication
✅ Deliver consistent value year-round
✅ Systematize their service model to save time