Client Service Calendar Workflow with fpPathfinder + Wealthbox

Join fpPathfinder and Wealthbox for a demo of fpPathfinder’s “Client Service Calendar Workflow” template in Wealthbox. Learn how to stay on top of key client milestones and automate follow-ups all year long. 

This webinar will cover: 

1. An overview of Workflow Libraries in Wealthbox.
2. How advisors can duplicate and edit existing workflows and create and edit workflow templates in Wealthbox.
3. How to use fpPathfinder’s Client Service Calendar Workflow template to streamline client communication and stay on top of important financial planning tasks throughout the year.
4. Getting started with the fpPathfinder Client Service Calendar Workflow template in Wealthbox.