📋 Make the Most of Your Membership: July Office Hours Are Here! . Whether you’re new to fpPathfinder or ready to dive deeper into your tools, these live sessions are built to help you reach your goals. Join a July session now 👉

Top advisors aren’t winging it in client meetings. They’re delivering a consistent, engaging experience that sets them apart, and they’re not doing it manually. Watch and learn how in this session replay. View the full video here ➡️

🚨 NEW GUIDE: Common Estate Plan Elements. It’s one thing to create an estate plan. It’s another to understand how the pieces fit together. This new guide helps you bridge that gap with clients. Download now:

Testimonial Tuesday! We love sharing our member success stories 🎉 Never miss a planning point with over 100 guides on various financial planning topics!.Learn more ➡️

Join Stacia Waren, Director of Product, for a 30-min Office Hour and learn how to set up your white labeling + back page features, available with Deluxe and Premier memberships. Save your seat! 👉

Join Stacia Waren, Director of Product, for a 30-min Office Hour and learn how to set up your white labeling + back page features, available with Deluxe and Premier memberships. Save your seat! 👉

💡 From Click to Client. What’s the secret to turning lead magnets into loyal clients?. In this webinar replay, discover how advisor Jason Hamilton leverages fpPathfinder and Asset Map to bridge marketing and planning. 🎥 Watch the replay:

✅ Ready to streamline your annual review meetings?. Watch fpPathfinder Co-Founder Mike Lecours walk through how to pair Interactive Checklists with Calendly to flag planning issues before the meeting even starts. Watch the entire video here:

Struggling to turn leads into planning conversations? Join fpPathfinder and Asset Map for a live walkthrough of financial advisor, Jason Hamilton’s prospect-to-plan process. REGISTER NOW 👉

📋 Inherited IRAs can get complicated fast. fpPathfinder's NEW Inherited IRA Issues checklist helps you stay on top of the rules, ask the right questions, and spot planning opportunities. Explore the guide 👉

✅ Checklists are kind of our thing. Watch how fpPathfinder Guide Creator Chris Granger uses them to stay organized, uncover planning opportunities, and keep clients engaged. –

🔍 Get a sneak peek at how fpPathfinder Guide Creator Chris Granger uses our Annual Review checklist to create a productive meeting agenda and ensure planning points are never missed. Watch the whole video here 🎥

🎥 Elevate Your Tax Planning Conversations!. Join fpPathfinder and RightCapital's Alexus Rogers as we walk through practical ways to better navigate tax-related conversations with clients. 👉 Register now:

🔍 Get A Jump On Proactive Planning With The Tax Return Review (Still Working) Checklist!.Use this checklist to spark valuable client conversations and highlight future planning opportunities. Download today! 👉

🚀 Did you know fpPathfinder integrates with your favorite tech tools?. We’ve partnered with leading financial planning, CRM, & education platforms to help you streamline your process, enhance the client experience, & scale your practice. 👉 Learn more:

Turn Tax Talk Into Value-Add Moments 👉 . Join fpPathfinder and Holistiplan to learn how to simplify complex tax conversations and spotlight planning opportunities. REGISTER NOW:

🎥 SAVE YOUR SEAT! . Join us for a 30-minute session & learn how to unlock the full potential of Interactive Checklists. ✅ Set up & customize your checklists.✅ Save & access templates & lists .✅ Create private vs. public links . REGISTER NOW –

🎯 Timely Guide: Clients have questions, and you have answers. Be prepared with the "What Issues Should I Consider During A Recession Or Market Correction?" checklist. Download now 👉

Join us March 7th at 1 PM ET for a 30-minute deep dive into creating client deliverable reports. In this session, you’ll learn how to leverage fpPathfinder’s tools, including:.✅ Client Deliverable Reports .✅ Client Engagement Builder . REGISTER NOW:

🚀 Join fpPathfinder & Income Lab as advisor Randy Dippell demonstrates how this new integration streamlines planning, uncovers key opportunities, and delivers client-ready guides that educate and enhance value. REGISTER NOW: