Join An fpPathfinder Live Demo
Thinking about an fpPathfinder membership? Join a live demo to discover how fpPathfinder can turn your pain points into solutions.
What You’ll Learn
Whether you're a solo advisor, part of a growing team, or managing a full firm, you’ll learn how to:
- Use flowcharts, checklists, and summary guides to support clear, consistent planning conversations
- Apply your branding to share content publicly
- Leverage tools like the Client Engagement Builder and Interactive Checklists to streamline prep and uncover planning opportunities
- Build a repeatable process that helps you stay organized and scale your impact
Upcoming Live Demos:
Join us for a live walkthrough of the platform, with time for Q&A at the end.
Click an available date below to register:
Can’t make it live?
Watch a recent replay at your convenience.
Have questions?
Contact us, we’re happy to help!