Elevate Client Engagement With fpPathfinder & RightCapital
Learn from an advisor like you how to unlock a streamlined client engagement and communication funnel!
By utilizing fpPathfinder's comprehensive guides with RightCapital's seamless planning platform, Jim Carlson of Carlson Planning Co. has created a system for communicating and establishing touch points with clients all year long.
So join fpPathfinder and RightCapital as we take you along Jim's journey to elevating client engagement!
In 30 minutes, you’ll have:
- Step-by-step knowledge on how to replicate Jim’s process including incorporating fpPathfinder guides into RightCapital's platform
- Actionable insights for troubleshooting your own process
- Other solutions to streamline client engagement and communication using fpPathfinder + RightCapital