Best Practices: Give Clients More Than Just Investment Performance Reviews (December 10th, 2025)
If your client meetings focus mostly on performance updates, you’re not alone. But the reality is that clients want more.
As part of our Best Practices series, this session will walk through several best practices on how advisors are using guides from fpPathfinder with their clients to proactively demonstrate value and spark more meaningful planning conversations.
What You'll Get:
✅ Learn how to seamlessly shift the conversation from investments to planning
✅ Tips for sending the right guide at the right time to spark client engagement
✅ Learn how to use guides as meeting takeaways to keep the planning going
✅ Best practices for using fpPathfinder guides in day-to-day client scenarios to drive value and deepen engagement
This webinar is capped at 100 attendees but will be recorded and sent to all registrants.