Wednesday, Mar 12, 2025 at 2:00 PM ET
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Discover how to set up new clients for success with a streamlined and efficient onboarding process. Learn best practices to keep advisors organized, enhance client experience, and ensure a smooth transition. Join fpPathfinder and Wealthbox for expert insights on optimizing your onboarding workflows.
This webinar will cover:
Speakers
Member Experience Manager
fpPathfinder
Financial Planner
Carlson Planning
Head of Customer Education
Wealthbox
“fpPathfinder's partnership with Wealthbox allows advisors to quickly provide advice to their clients and ensure they are not missing a major planning issue.”
Michael Lecours
Co-Founder of fpPathfinder