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Webinar

fpPathfinder + PreciseFP: Stand Out With Streamlined Client Meeting Experience

Deliver a memorable client experience while saving time and focusing on what truly matters. In this live session, see how advisor Chad Heberly uses fpPathfinder and PreciseFP to streamline prep, simplify data gathering and lead more valuable client conversations.
 
You’ll learn how to:
  • Create a consistent, standout client meeting experience
  • Save time by streamlining prep and follow-up
  • Use PreciseFP to gather client data efficiently
  • Use fpPathfinder to focus meetings on what truly matters
  • Build a process that scales and strengthens client relationships
*This webinar will be recorded.

Speakers

Richard Thoeny

Richard Thoeny

EVP, Product Strategy, PreciseFP

Chad Heberly

Founder, Prospera Investment Advisors

Jim E. Carlson, CDAA

Financial Planner, Certified Digital Asset Advisor At Carlson Planning Company

Related Resources

  • Blog

5 Metrics Every Advisory Firm Should Track to Drive Growth

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  • Blog

Build a Future Ready Firm with Smarter Data Gathering

  • Datasheet

PreciseFP Use Cases Datasheet

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