Year-End Planning Made Simple with fpPathfinder + Wealthbox (November 6th)

The end of the year is the perfect time for advisors to get organized and set the stage for a strong start to 2026. During this session, fpPathfinder and Wealthbox will highlight how advisors can use the fpPathfinder Service Calendar Workflows, two purpose-built templates designed to simplify annual client service scheduling and ensure nothing falls through the cracks.

This webinar replay covers:

  • How to review and wrap up key client service items before year-end
  • Using fpPathfinder’s Service Calendar Workflows to plan for 2026
  • Tips for automating recurring client touchpoints inside Wealthbox
  • Best practices for staying organized and proactive throughout the year
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