recorded Webinar Workflows

Investor Profile RTQ Coaching with DataPoints + Wealthbox

Presented by

Join DataPoints and Wealthbox for an exclusive demo of the DataPoints Investor Profile RTQ Coaching workflow template inside Wealthbox. Discover how to fast-track data collection better to understand your clients’ personalities and risk tolerance, enabling you to provide more personalized advisement. 

This webinar covers: 

  1. An overview of Workflow functionality and Workflow Libraries in Wealthbox.
  2. How advisors can duplicate and edit existing workflows and create and edit workflow templates in Wealthbox.
  3. How to use DataPoints’ Investor Profile RTQ Coaching workflow template to assess client risk tolerance and tailor your advisement strategies efficiently.
  4. Getting started with the DataPoints Investor Profile RTQ Coaching workflow template in Wealthbox.

Speakers

Sarah Fallaw

President

DataPoints

Chris Kopanski

Sr. Product Specialist

Wealthbox

“With the DataPoints integration with Wealthbox, advisors can easily add the psychology of financial planning to workflows and communication, thereby personalizing each client interaction based on investor personality, money attitudes, and client money scripts.”

Sarah Stanley Fallaw

Founder & President at DataPoints

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