From Sales Funnel to “Guidance Funnel” with fpPathfinder + EncorEstate Plans

Learn how advisor Katie Noles leveraged fpPathfinder and EncorEstate Plans to create a frictionless way to expand financial planning opportunities and develop a unique prospecting channel.

Click here to download the slides from Katie's presentation. To learn more about EncorEstate Plans, download their webinar slide deck here.

Looking for estate planning resources to help get you started? Check out fpPathfinder's library of Estate Planning checklists and flowcharts.

Not yet an fpPathfinder member? We can help you with that. You can visit the Become A Member page to explore Premier, Deluxe, and Essentials membership and select the one that moves you closer to your goals. If you’d like a more personalized experience, register for a live demo with the fpPathfinder team. Bring your questions and we’ll be happy to answer them on the spot.