Maximizing Team Efficiency in Advisory Firms with Wealthbox and Sphynx Automation

Advisors are increasingly relying on paraplanners, client service associates, and virtual assistants to scale their practices. With Wealthbox and Sphynx Automation, firms can better delegate, automate, and streamline work so every team member contributes at their highest level. Join us to see how smart workflows and automation can unlock more efficiency and growth for your firm.

This webinar will cover:

1. How to incorporate paraplanners and VAs into your Wealthbox workflows
2. Ways Sphynx Automations helps advisors delegate routine tasks through automations 
3. Best practices for keeping teams aligned and productive
4. How automation frees advisors to focus on clients and growth