Make Client Touchpoints Easy & Personal at Scale with PreciseFP and fpPathfinder - Oct. 22, 2026

October 22, 2026 @ 1pm ET

👉 Register Here

Join PreciseFP and fpPathfinder with advisor-led hosts Jim Carlson and Chad Heberly to see a practical workflow for making client engagement more efficient, consistent, and personal.

We’ll walk through how advisors can use PreciseFP and fpPathfinder together as part of their process to gather client information, identify planning opportunities, and create more meaningful client touchpoints.

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

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