How to use Technology to Enhance the Client Planning Experience
⏳
95minutes
44
Attendees
Guest Expert: Multiple Presenters, PreciseFP, Bento Engine, and fpPathfinder Bookmark
In this special session, see how three cutting-edge tools can help to enhance the client experience: PreciseFP, Bento Engine, and fpPathfinder. First up will be PreciseFP that helps planners gather...
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Discussions & Comments
A few comments from listeners when they were asked what the learned from the webinar:
I especially liked the fpPathFinder tool. I could see how this could come in handy to make clients' annual reviews more valuable and productive.
- Rick F.
I like to stay current across multiple areas, and I learned a number of things today. I am particularly interested in Joe Moss and the community he seems to be building thru Pro Advisors Suite. Bring him back!
- Maria R.
I especially liked the fpPathFinder tool. I could see how this could come in handy to make clients' annual reviews more valuable and productive.
- Rick F.
I like to stay current across multiple areas, and I learned a number of things today. I am particularly interested in Joe Moss and the community he seems to be building thru Pro Advisors Suite. Bring him back!
- Maria R.
I especially liked the fpPathFinder tool. I could see how this could come in handy to make clients' annual reviews more valuable and productive.
- Rick F.
I like to stay current across multiple areas, and I learned a number of things today. I am particularly interested in Joe Moss and the community he seems to be building thru Pro Advisors Suite. Bring him back!
- Maria R.