How Are Other Advisors Using Their Membership?
Curious how other advisors are using fpPathfinder to drive client conversations, streamline annual reviews, and demonstrate ongoing planning value? You're not alone! We've created a series of short Best Practices webinars to showcase exactly that.
These 30-minute sessions highlight how members are integrating fpPathfinder into their workflows, not just to deliver checklists, but to enhance their client relationships and scale their advice model more efficiently.