Live Webinar
Best Practices
Putting AI Assistants to Work in Your Advisory Practice
Tuesday, October 13, 2026 @ 2:00 PM ET
PRESENTED BY
+
ABOUT THIS WEBINAR
AI assistants are changing how financial advisors interact with their CRM and manage everyday work. Join Wealthbox and Advisor Tech Partners for a practical look at how advisors can put AI to work across their practice.
Chris Kopanski of Wealthbox and Jeff Rusin of Advisor Tech Partners will explore how Wealthbox AI Assistant helps advisors prepare for meetings, catch up on client activity, manage follow-up, and get answers from their CRM data. They’ll also look at Wealthbox’s new connector for Claude and how advisors can bring Wealthbox client context into Claude to support additional workflows.
Attendees will see real-world examples of how AI assistants can help advisors spend less time searching for information and more time focused on clients.
Chris Kopanski of Wealthbox and Jeff Rusin of Advisor Tech Partners will explore how Wealthbox AI Assistant helps advisors prepare for meetings, catch up on client activity, manage follow-up, and get answers from their CRM data. They’ll also look at Wealthbox’s new connector for Claude and how advisors can bring Wealthbox client context into Claude to support additional workflows.
Attendees will see real-world examples of how AI assistants can help advisors spend less time searching for information and more time focused on clients.
WHAT WE'LL COVER
- 1 How Wealthbox AI Assistant brings AI directly into everyday CRM workflows
- 2 Practical ways to use AI for meeting prep, client activity, follow-up, and daily planning
- 3 How advisors can interact with their Wealthbox data using natural language
- 4 How the Wealthbox connector for Claude extends CRM context into Claude
- 5 Best practices for incorporating AI assistants into an advisory practice
SPEAKERS
Jeff Rusin
Co-Founder & CMO
Advisor Tech Partners
Chris Kopanski
Head of Customer Education
Wealthbox