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Building Your Tech Stack - fpPathfinder
Navigating Complex Financial Planning Questions with fpPathfinder

Come learn how fpPathfinder is helping advisors be more diligent in their planning processes by using custom white labeled flowcharts, checklists, and summary guides. We will share best practices for using fpPathfinder and its integration with Redtail CRM.

Aug 30, 2022 10:00 AM in Pacific Time (US and Canada)

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