What’s Possible When Onboarding Is Done With Intention? XYPN & fpPathfinder - April 2026

What if your onboarding process could do more than gather data?

What if it set the tone for better planning relationships from day one? A strong onboarding experience doesn’t just save time; it builds trust, clarity, and momentum for the planning work that follows.

Watch as Jim Carlson, Financial Planner at Carlson Planning Company, walks through how he uses fpPathfinder’s checklists and flowcharts to streamline onboarding, while staying deeply human in the process.

In this webinar, you’ll learn how to:

Create an onboarding experience that feels intentional, not overwhelming
Use checklists and flowcharts to save time without sacrificing personalization
Set clear expectations that lead to stronger, more productive planning conversations
Build a repeatable process that supports both you and your clients

Whether you’re refining an existing onboarding flow or building one with more intention, this session will leave you with practical ideas you can put into action right away.