Helping Diligent Advisors Ensure They're On The Right Planning Path
The 2025 Expanded fpPathfinder Service Calendar (click the link for the service guide) is your fully linked internal tool that offers 15 timely engagement ideas to help you plan your micro-engagements all year long. You’ll also find client-facing email templates that will help you get the ball rolling.Â
For a list of all guides included, click here.