fpPathfinder + PreciseFP: Stand Out With Streamlined Client Meeting Experience (Dec 4th, 2025)

Deliver a memorable client experience while saving time and focusing on what truly matters. In this live session, see how advisor Chad Heberly uses fpPathfinder and PreciseFP to streamline prep, simplify data gathering, and lead more valuable client conversations.  

You’ll learn how to:  

  • Create a consistent, standout client meeting experience
  • Save time by streamlining prep and follow-up
  • Use PreciseFP to gather client data efficiently
  • Use fpPathfinder to focus meetings on what truly matters
  • Build a process that scales and strengthens client relationships  

*This webinar will be recorded.

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