From Confusion to Clarity: Educating Clients Beyond The Numbers With Asset-Map & fpPathfinder скачать в хорошем качестве

From Confusion to Clarity: Educating Clients Beyond The Numbers With Asset-Map & fpPathfinder

Great planning decisions don’t start with recommendations — they start with clarity. In this live webinar, financial advisor Don Hilario shows how integrating Asset-Map with fpPathfinder turns surface-level client discussions into deeper planning conversations that show value every time. See how Don's process helps surface the right planning topics, educate clients in real time, and create clarity before client recommendations are made. In this webinar, you will learn how to: Use the Asset-Map and fpPathfinder integration to deepen client conversations Turn visual insights into clear, educational discussions during meetings Explain complex planning topics at the moment clients are most engaged