The last AdvisorTech demo... for now - fpPathfinder

Some of you may have heard, but I've taken a position at an RIA and will be winding down much of my work at ProAdvisorSuite.

I'm excited to announce our final AdvisorTech demo with...🥁🥁🥁... fpPathfinder.

Next Friday, June 21st at 2:30pm ET. Register here.

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So what is fpPathfinder?

Instead of memorizing or spending time looking up all the nitty gritty details of each complex planning scenario as you come across it, you can rely on fpPathfinder to provide the questions, answers, and information flow when you need it.

fpPathfinder offers all kinds of useful things:

The flowcharts and checklists they’re most well known for… but also
A client service calendar along with recommended templated emails and
Dynamic tools you can send to clients to help them through various planning scenarios
100+ financial planning related guides

Like to learn more? Join us on the demo!

*fpPathfinder is a sponsor of ProAdvisorSuite

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