Perfecting the Prospecting Process with Wealthbox + VRGL

First impressions matter, especially when it comes to winning new clients. Advisors must be strategic about how they show up across every channel, from social media and email to networking events. Join Wealthbox and VRGL for a deep dive into modern prospecting best practices and the technologies that help advisors turn more prospects into clients.

This webinar will cover:

1. How to craft a strong first impression across multiple prospecting channels
2. Where top-performing advisors find qualified leads
3. How VRGL helps advisors stand out with personalized insights and portfolio analysis
4. How to track, manage, and close prospects more effectively in Wealthbox