Topic Bundle: The Client Service Calendar - Use Checklists And Flowcharts To Enhance Your Planning Process (Advisor-Facing)

Annual client meetings can be overwhelming with so much to cover at once. The 2026 Expanded fpPathfinder Service Calendar is a fully-linked internal PDF for members that includes 18 timely engagement ideas to help you plan micro-engagements throughout the year.

It also includes client-facing email templates you can use as a starting point for outreach.

Important: This PDF is intended for member use only. It links to fpPathfinder guides that require an active membership, so it should not be shared directly with clients.

Use it as inspiration to create your own client-facing service calendar or engagement piece using the Client Engagement Builder (available to Deluxe and Premier members).

Click the image below to download the PDF and save it to your desktop for easy access.

Create Your Own Client Engagement Piece

Watch the demo below to see how the tool works

For tips and tricks on using the tool, watch the Client Service Calendar Deep Dive webinar from our fpPathfinder Office Hours series.

Watch How One Advisor Built A Service Calendar That Keeps Clients Engaged

Watch the Spotlight below to hear how fpPathfinder member Michael Whitman implemented a service calendar in his practice.