Streamline Client Onboarding: How to Create a Frictionless Experience Using fpPathfinder, Wealthbox, and RightCapital

I’m the owner of Carlson Planning Company, a solo RIA focused on helping firefighters and their families make smart financial decisions. That includes everything from retirement planning and public service benefits to investing, cash flow, and navigating life transitions. I rely on tools like RightCapital, FP Pathfinder, and XYPN to keep the process clear and grounded in real-life goals. As a Certified Digital Asset Advisor, I also help clients responsibly integrate Bitcoin where it fits.

Ted has more than 25 years of experience in the financial services industry, focusing on information technology, eMarketing, technology enablement, and sales. Ted is a former registered representative and joined RightCapital in 2016 as the firm's third employee. Prior to joining RightCapital, Ted was National Director of Sales Technology at Prudential Financial, where he helped develop and implement numerous award-winning platforms supporting the sales efforts internally and externally with financial advisors.

Stacia Waren, MBA, FPQP®, CSX™, aPHR®, is a seasoned professional with a passion for aligning value and product to elevate the customer experience. As fpPathfinder's Member Experience Manager, Stacia emphasizes the importance of learning and listening to customers, utilizing both qualitative and quantitative data to inform product enhancements and customer service strategies. With a keen understanding of how data can drive growth opportunities for both employees and companies, Stacia is dedicated to building exciting, value-added experiences for customers and colleagues alike.

Chris Kopanski joins us as Head of Customer Education at Wealthbox, the highest-rated CRM for financial advisors. With 9 years of experience at Wealthbox, Chris brings deep product expertise and a customer-centric approach to help financial professionals streamline their workflows and optimize client relationships. He works closely with advisors to ensure they maximize the platform’s robust features, providing insights, training, and tailored solutions that enhance productivity and efficiency. Chris’s long-standing dedication to the CRM industry and intimate knowledge of Wealthbox makes him an invaluable resource for clients looking to elevate their practice management.