Live Webinar
Best Practices
Make Every Annual Review More Meaningful
Wednesday, September 16, 2026 @ 2:00 PM ET
PRESENTED BY
+
ABOUT THIS WEBINAR
Annual reviews should do more than recap what’s already happened. Join Wealthbox and RightCapital to see how advisors can prepare for more productive client conversations by bringing financial plan updates together with the context, organization, and follow-through needed to keep planning moving forward.
WHAT WE'LL COVER
- 1 How RightCapital plan updates can help advisors identify meaningful topics to bring into annual reviews
- 2 How to use Wealthbox to organize meeting agendas, client context, and notes before and during the conversation
- 3 Ways to shift annual reviews from performance recaps toward forward-looking planning discussions
- 4 How tasks and workflows in Wealthbox can help turn review meeting takeaways into consistent follow-up and next steps
SPEAKERS
Michael DiMattio
Sales Executive Manager
RightCapital
Chris Kopanski
Head of Customer Education
Wealthbox
“We’re excited to launch this expanded integration with Wealthbox to bring RightCapital Notes and Tasks directly into the Wealthbox platform.”
