Building a Repeatable Client Service Model with fpPathfinder and Wealthbox - Sept. 15 @ 2pm

Tuesday, September 15 @2pm ET

➡️ Register Here

Consistent client service shouldn’t depend on remembering what needs to happen next. With the right processes in place, advisory firms can create a repeatable service model that keeps teams organized, delivers value throughout the year, and makes it easier to provide a consistent experience across every client relationship.

Join fpPathfinder and Wealthbox for a practical look at building a Client Service Calendar directly into your CRM workflows. We’ll explore how fpPathfinder’s Client Service Calendar Workflow templates in Wealthbox can help firms turn planning opportunities into repeatable processes, coordinate client touchpoints throughout the year, and give teams a clear path forward.

Can't make it? Register and Wealthbox will send you the replay.