The One Big Beautiful Bill Act brings major tax changes & advisors need a clear way to navigate them Watch as Guide Creator Chris Granger walks through how the OBBBA Comparison Guide helps you understand the updates & spark conversations with clients. 🎥 buff.ly/dzVZbtX

❓Clients will be asking about the big changes in the OBBBA. That’s why we built the OBBBA Comparison Guide. Watch as Guide Creator Chris Granger explains how advisors can use the guide to quickly get up to speed & confidently address client questions. 🎥 buff.ly/dzVZbtX

📚 Missed a guide? Our blog has all 2025 guide releases in one spot. From tax law changes to estate planning topics, get the latest guides to stay sharp with clients. 👉 buff.ly/pxAtFNS

✅ New legislation brings new planning conversations. The OBBBA Important Issues Checklist helps you focus on what matters most to your clients. Download now! – buff.ly/Lqp8DDf

📢 Join fpPathfinder and Taylor Schulte for an inside look at how advisors can turn content into growth. Register here: buff.ly/vGQNKY3

💡 New rules, new opportunities. The OBBBA Important Issues Checklist is live! Watch Guide Creator Chris Granger explain how to use it to uncover planning opportunities and show your value. Watch the video and explore the guide 👉 buff.ly/ON4PgWj

🎥 Missed it live? Catch the replay with fpPathfinder and Taylor Schulte on using content to drive engagement. Watch now 👉 buff.ly/3wgG5Pz

🎥 The “One Big Beautiful Bill Act” (OBBBA) is here. What does it mean for tax planning? Join Jeffrey Levine, Lead Financial Planning Nerd for Kitces.com, as he unpacks the new law and its impact on advisors and their clients. Register now: buff.ly/4ZJCkYM

🔎 Missed a guide release? Catch up on all the latest fpPathfinder guides, updates, and announcements, all on our blog. 👉 buff.ly/Q5xJpkm

🚀 Meet the re-envisioned AGI/MAGI Summary Guide! Redesigned for clarity and updated with new content, including deductions for tips, SALT, PMI, auto loans, and more. Download now 👉 buff.ly/dnhKA5i

💡 Have you explored everything in your fpPathfinder library? There are dozens of one-off, topical guides designed for nuanced client conversations that only come up once in a while 📚 Dive into your library of 140+ planning guides today! 👉 buff.ly/H4XH82J

🎥 Register Now: Best Practices: Scale Your Value & Streamline Engagement Top advisors aren’t winging it, they’re automating their client experience to deliver consistent, high-impact meetings that wow every time. Watch and learn how 👉 buff.ly/2Qb1xak

🎥 Register Now: Year-End Planning With Wealthbox & fpPathfinder 🗓️ November 12, 2025 at 2PM ET 👉 Register now: buff.ly/46F7t29 Join us for a webinar focused on year-end planning strategies that help you close out 2025 efficiently and set the stage for success in 2026!

🎨 Deliver clarity and confidence with your brand on every fpPathfinder guide. White labeled handouts built for you, your clients, and your prospects. Learn more 👉 buff.ly/uqaD33O

💪 Help clients finish the year strong! This month’s Client Service Calendar touchpoint focuses on End-of-Year Planning — a perfect opportunity to uncover new strategies, add value, and close out 2025 with confidence. 📅 Explore the guide: buff.ly/tS3TcUX

🎥 Missed it live? Catch the replay! See how advisor Jim Carlson is leaning on fpPathfinder and Wealthbox to make the most of year-end planning. Watch the replay 👉 buff.ly/tKKmCDs

🦃 Our Thanksgiving flowchart is here! Enjoy this fun, tongue-in-cheek way to stay organized for the holiday! 💡 PS: White-label the flowchart to share with clients and prospects. Available to Deluxe and Premier members. Download here 👉 buff.ly/p4vrFvy

🤝 Custom checklists = better client conversations. With fpPathfinder’s Interactive Checklists, you can easily edit and tailor each one to match your client’s unique situation. 🎥 Watch the full 5-minute demo to see how it works – buff.ly/UoULRF6

🚨 NEW FLOWCHART: Withdrawals For Retirement Expenses Withdrawal decisions can get complicated fast. This new flowchart helps advisors quickly compare account options, avoid tax penalties, and guide clients toward smarter decisions. ➡️ Download now: buff.ly/RfNGfaw

🎥 Want a client experience that stands out AND saves you time? Join us live as advisor Chad Heberly shows how he pairs fpPathfinder and PreciseFP to prep faster, collect client data smoothly, and lead more valuable conversations. REGISTER NOW: buff.ly/vXx2i80