Webinar Replay: From Leads To Lasting Plans: How Advisors Use fpPathfinder + Asset-Map To Elevate Client Engagement

In this webinar replay, see how financial advisor Jason Hamilton turns prospecting into planning with a powerful combo: fpPathfinder and Asset-Map.

Jason walked us through how he uses fpPathfinder guides not only to attract and nurture leads through strategic marketing, but also to educate clients, deepen planning conversations, and deliver professional, customized recommendations within Asset Map.

Key Takeaways:

  • A live demo of Jason’s process from lead generation to comprehensive planning.

  • How to save time by leveraging high-quality pre-made content in your marketing efforts.

  • How to deliver value beyond traditional investment management.

Sue BaeReplay, Webinar Replay