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.
Available Dates:
- Friday, June 27
- Wednesday, July 2
- Friday, July 18
The registration link is the same for all sessions and will default to the next available date.
Please select your preferred date from the dropdown before submitting.
Can’t make it live?
Watch a recent replay at your convenience.
Have questions?
Contact us, we’re happy to help!