Make Client Engagement Easier Year-Round with fpPathfinder + Redtail CRM - Sept. 30, 2026

September 30th @ 2pm ET

👉 Register Here

Join us as advisor Michael Whitman, MBA, CFP® walks through a practical workflow using fpPathfinder and Redtail CRM to create a repeatable client service calendar that keeps clients engaged throughout the year and Redtail Training Manager Aubrey Jones will share best practices and her perspective on why data integrity is more important than ever.

We’ll walk through:

• Creating meaningful client touchpoints throughout the year
• Making client communication easier and more repeatable
• Reinforcing your value beyond client meetings
• Building a client service experience that scales

Can't make it? Register and we will send you the replay!