Office Hours: Create Impactful Deliverables

Take a 30-minute deep dive into creating impactful client deliverable reports using fpPathfinder’s built-in tools. This Office Hours replay walks you through how to set up and leverage the platform’s deliverable-building features to create more professional, personalized planning materials.

In this webinar, you’ll learn how to:

• Access and build custom reports with the Client Deliverable Reports tool
• Use the Client Engagement Builder to tailor planning conversations
• Incorporate multiple guides into one cohesive deliverable
• Create templates that save time and reinforce your brand

🔐 These tools are available to Deluxe and Premier members.

🎥 Watch the replay here

🛠️ This is a how-to demo only and does not cover use cases.