Webinar Replay: Positioning Yourself For Success with fpPathfinder and Asset-Map
In the full replay below, Asset-Map CEO, Adam Holt, CFP®, ChFC®, and fpPathfinder co-founder, Michael Lecours ,CFP®, debut a new custom Asset-Map Stencil that marries a client’s household with checklists and flowcharts to deliver an unparalleled client experience.
[FULL WEBINAR RECORDING BELOW]In the full replay below, Asset-Map CEO, Adam Holt, CFP®, ChFC®, and fpPathfinder co-founder, Michael Lecours ,CFP®, debut a new custom Asset-Map Stencil that marries a client’s household with checklists and flowcharts to deliver an unparalleled client experience.Are you an Asset-Map user?Enable this stencil by emailing support@asset-map.com.
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