Streamline Touchpoints With The Client Service Calendar

Client Service Calendars are becoming increasingly popular as financial advisors seek out ways to highlight their value while streamlining their communication efforts throughout the year. But you don't have to create one from scratch.

fpPathfinder’s Client Service Calendar makes it easy to engage clients all year long. Watch and learn how advisor Michael Whitman uses the Client Service Calendar’s timely guides and complementary email templates to introduce planning topics to clients. 

Want to create a custom, white-labeled Client Service Calendar? Check out our Client Engagement Builder, available to Deluxe and Premier members.