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New Partner Spotlight - fpPathfinder [23:52]

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Our New Partner webinars provide you with the details you need to 1) determine whether or not a new integration partner might be beneficial to your office and 2) if so, learn how to get signed up, set up and using the integration between Redtail and that new partner.

fpPathfinder provides checklists and flowcharts to help financial advisors be more diligent in their planning process.

 

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