Engage Your Clients + Get What You Need for Actionable Planning Meetings with fpPathfinder & Redtail
Oftentimes a meeting with a client or prospect is spent gathering information about planning needs. Wouldn’t it be nice to know that information before the meeting? Come learn how to use fpPathfinder’s interactive checklists in conjunction with Redtail to gather, sort, and prioritize information before a meeting. We will share best practices to create meetings that move your clients forward.
fpPathfinder crafts guides for financial planners to navigate planning topics with their clients. Created by advisors for advisors, fpPathfinder’s guides ultimately facilitate more diligent communication.