MASTERCLASS: Reactive To Proactive: A Framework Elite Advisors Use All Year - October 20, 2026

👉 Register Here

📅 October 20, 2026

🕛 2pm ET

In this one-hour masterclass, Mike Lecours, financial advisor and co-founder of fpPathfinder, will show how advisors can use Client Service Calendars, checklists, and flowcharts to create a more proactive client service model without constantly reinventing the wheel.

You’ll learn how to:  

✅ Build a repeatable rhythm for client communication and service

✅ Identify planning touchpoints to raise throughout the year

✅ Help clients know what to expect from your planning process

✅ Build a Client Service Calendar your team can actually execute

✅ Create turnkey touchpoints using your existing tech stack

✨ BONUS: Registrants will receive a complimentary workbook to help execute their own service calendar.

Yes, this webinar will be recorded and emailed out to those who register.