Work Less, Scale More: The Upgrade Every Advisor Needs with PreciseFP

What would you do with 10 extra hours every week?

That’s exactly what XYPN member, Todd Latocha, Owner of Blackwater Financial, gained when he swapped clunky PDFs, manual data entry, and endless follow-ups for PreciseFP. The result? A streamlined onboarding process that scales his firm and gives clients an experience they actually enjoy.

In this FREE virtual event, Todd joins Richard Thoeny, EVP of Product Strategy at PreciseFP, to share:

• How to onboard clients faster than ever without missing key details

• The secret to saving hours every week with automated data gathering

• Why tech stack integration is the difference between “getting by” and building a truly scalable firm

• The exact workflows Todd uses to keep his growing client base happy and engaged

If you’re ready to reduce the busywork, delight your clients, and free up more time in your week, this session will show you how automation can transform your client journey.