Best Practices To Scale Your Value & Streamline Engagement

Join us on June 25th at 1PM ET!

Top advisors aren’t winging it in client meetings. They’re delivering a consistent, engaging experience that sets them apart, and they’re not doing it manually.

Join fpPathfinder Co-founder Michael Lecours for a best practices webinar on how to automate your planning process and create a client journey that leaves a lasting impression.

In this session, you’ll learn how to:

• Use Interactive Checklists for client review meetings to automatically identify planning issues
• Use email starters and white-labeled guides to spark deeper, more focused conversations
• Use the Client Service Calendar to automate a consistent client experience and scale your value without more meetings.

Register now to start building a system that works for every client, every time.

*This webinar will be recorded.