Recorded Webinar

Turning Time Into Growth with VRGL + Wealthbox

PRESENTED BY

ABOUT THIS WEBINAR

Time is one of the most valuable assets in your practice, but how it’s spent can either drive growth or hold it back. As expectations rise, growth is not about doing more. It is about focusing on the work that matters most. Join VRGL and Wealthbox to learn how to create more efficient workflows, prepare for better client conversations, and use technology to free up time for higher-value activities that move your business forward.

This webinar will cover

1 Where advisors spend time today and how it impacts growth
2 How top firms balance preparation, client management, and meetings
3 Why better preparation leads to stronger, more efficient conversations
4 Ways to streamline workflows and reduce manual work

SPEAKERS

Todd Buck

Head of Sales

VRGL

Chris Kopanski

Head of Customer Education

Wealthbox

“VRGL is excited to partner with Wealthbox, enabling a seamless connection between client records and profile creation to simplify information management for advisors.”

Kyle Zasky

CEO, VRGL

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