live Webinar Best Practices

Building Personalized Investment Proposals with TIFIN Wealth + Wealthbox

Wednesday, Mar 5, 2025 at 2:00 PM ET

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Discover how advisors can seamlessly connect Wealthbox with TIFIN Wealth to generate personalized investment proposals in minutes. Learn how leveraging client data from Wealthbox enhances efficiency and ensures data integrity. Join TIFIN and Wealthbox for a live webinar showcasing this powerful integration.

This webinar will cover:

  1. Using client risk tolerance and retirement goals to deliver personalized investment recommendations.
  2. How to analyze a client’s willingness and ability to take on risk when selecting an investment model.
  3. Advisor flexibility in proposal generation, including building custom blended models and offering multiple model options.
  4. How Wealthbox serves as a single source of truth to streamline efficiency and maintain data accuracy.

Speakers

Jeff Koeneman

Business Manager

TIFIN Wealth

Chris Kopanski

Head of Customer Education

Wealthbox

“By partnering with a leading CRM like Wealthbox, we are streamlining the way our mutual users can send clients TIFIN Wealth’s user-friendly questionnaires to personalize investment proposals.”

AJ Boury

Chief Operating Officer, TIFIN Wealth