Recorded Webinar
Integration Demos

Streamlining Advisory Workflows with LPL ClientWorks + Wealthbox

PRESENTED BY
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ABOUT THIS WEBINAR

Efficient client management is critical for growing advisory teams. This webinar will show how Wealthbox’s integration with LPL ClientWorks provides real-time, two-way syncing of account data, helping advisors reduce manual entry and maintain accurate records. Attendees will learn best practices for using the integration to simplify workflows, improve team collaboration, and gain clearer oversight of client accounts.

This webinar will cover

  1. 1 Keeping client account information accurate and automatically updated with two-way sync
  2. 2 Techniques for reducing administrative work and improving day-to-day efficiency
  3. 3 Best practices for leveraging Wealthbox CRM to enhance team collaboration
  4. 4 Tips for using ClientWorks data to streamline reporting and client review processes

SPEAKER

Chris Kopanski

Chris Kopanski

Head of Customer Education

Wealthbox

“CRM is an important part of an advisory firm’s operations, powering everything from internal collaboration to client service to record-keeping and compliance. By integrating Wealthbox and ClientWorks, we are giving advisors more choices to select the right technology to provide superior client experiences and grow their businesses.”
Sumeer Kapila

Sumeer Kapila

Vice President of Product Management at LPL Financial

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