Interested In Learning More About fpPathfinder?

Join Our Live Demo! Register Now!

Whether you’re new to fpPathfinder or want to make better use of the tools available with your membership, our live demos are a great place to start.

We’ll walk through how advisors use fpPathfinder to prepare for client conversations, uncover planning opportunities, create meaningful client touchpoints, and build a more consistent planning process. You’ll also see the key features available at each membership level and have an opportunity to ask questions.

What We’ll Cover:

• Conversation Guides: See how checklists, flowcharts, summary guides, and Client To-Do Lists can support meeting prep and client conversations.
• White-Labeling & Sharing: Learn how Deluxe and Premier members can brand and share guides with clients and prospects.
• Planning & Engagement Tools: See tools like the Client Engagement Builder, Interactive Checklists, AutoLink, and other features available by membership level.
• Membership Levels: Compare Essentials, Deluxe, and Premier features and pricing.
• Live Q&A: Bring your questions and get help identifying ways to use fpPathfinder in your planning process.

Register or watch a replay at your convenience.

Short on time? Watch this 6-minute video from Guide Creator Chris Granger, where he highlights how fpPathfinder can help to never miss a planning point.