Wealthbox Webinars

Upcoming Webinars

Join Wealthbox experts and our partners for integration demos, best practice advice, and industry insights.

New in Wealthbox: Subtasks in Workflows

Streamline Your Workflows with Subtasks in Wealthbox

March 4 @ 2:00 pm ET
Discover how Subtasks for Workflows in Wealthbox can help you break down complex processes into manageable steps, enhance collaboration, and improve task tracking. Join Chris Kopanski, Senior Product Specialist, and Jomin Bishop, VP of Enterprise Sales, to learn how this powerful new feature enables multiple team members to work on different parts of a workflow step in parallel, ensuring efficiency and accuracy.
TIFIN Wealth logo

Building Personalized Investment Proposals with TIFIN Wealth + Wealthbox

March 5 @ 2:00 pm ET
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.
VRGL

Best Practices for Accelerating Client Acquisition

March 6 @ 2:00 pm ET
Join VRGL and Wealthbox to explore effective strategies and tools that can enhance your firm's client acquisition process. This session will provide insights into leveraging technology, refining marketing approaches, and optimizing client onboarding to improve outreach and conversion rates.

Optimizing CRM and Automation for Scalable Growth with Versoft + Wealthbox

March 11 @ 2:00 pm ET
Join Versoft and Wealthbox to explore how technology can help financial advisors plan for and manage substantial growth. Learn how to evaluate your current tech stack, implement best practices, and ensure your firm is set up for long-term scalability.

Best Practices for Client Onboarding with fpPathfinder and Wealthbox

March 12 @ 2:00 pm ET
Discover how to set up new clients for success with a streamlined and efficient onboarding process. Learn best practices to keep advisors organized, enhance client experience, and ensure a smooth transition. Join fpPathfinder and Wealthbox for expert insights on optimizing your onboarding workflows.

Scaling Your Firm with Estate Planning with Trust & Will + Wealthbox

March 25 @ 2:00 pm ET
Learn how financial advisors are integrating estate planning into their service model to drive growth, enhance client relationships, and improve operational efficiency. Discover how greater visibility and control over estate planning can help you scale your practice and attract new clients.

Accelerating Client Conversions with StratiFi + Wealthbox

March 26 @ 2:00 pm ET
Discover how advisors can streamline their prospect-to-client conversion process using the StratiFi + Wealthbox integration. Learn how StratiFi’s new Scan IQ technology enhances risk analysis and decision-making. Join StratiFi and Wealthbox for an in-depth look at how this integration can improve efficiency and client engagement.
Smart Kx

Enhance Firm Growth Using Revenue Analytics with Smart Kx + Wealthbox

March 27 @ 2:00 pm ET
Discover how Smart Kx's advanced revenue analytics can provide actionable insights to identify gaps in your billing process and drive your firm's growth. Learn how integrating these analytics with Wealthbox enhances your financial strategies and client billing management. Join Smart Kx and Wealthbox for an in-depth exploration of using data to optimize your firm's revenue cycle and boost success.

Recorded Webinars

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