Turning Prospect Conversations Into Confident Clients With fpPathfinder & Income Lab - February 2026

Educated prospects become confident clients. In this session, advisor Jason Hamilton joins fpPathfinder and Income Lab to show how he builds a prospect funnel that nurtures leads into qualified, engaged clients. Jason walks through the process he uses to attract, educate, and guide prospects toward well-informed decisions.  

You’ll see how he captures and engages prospects early, then uses the fpPathfinder and Income Lab integration to deepen understanding and move prospects forward with clarity.  

You’ll learn how to:

✅ Attract and nurture prospects

✅ Structure deeper conversations using fpPathfinder and Income Lab

✅ Turn education into confident client decisions

Not yet a member? Become one today!