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
Carlson Planning
Sr. Product Specialist
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