LPL 2026 Affinity Partners Webinar Series
This series of webinars highlights top integration partners that work with Wealthbox to enhance the advisor experience for LPL professionals. Throughout the series, advisors can engage with industry experts, explore powerful technology solutions, and discover how these integrations can streamline workflows, improve client relationships, and drive business growth.
Live Webinar
Integration Demo
Driving Growth and Efficiency: Using Wealthbox + WealthVision for LPL Advisors
Thursday, January 22 @ 2:00 PM ET
Discover how LPL advisors can unlock growth and operational efficiency by combining Wealthbox’s CRM capabilities with WealthVision’s financial planning tools. This webinar will demonstrate how the integration empowers advisors to streamline workflows, consolidate client data, and gain actionable insights—all within a unified platform. Join Wealthbox and LPL for a best-practices session designed to help advisory teams optimize client management and scale their operations effectively.
Live Webinar
Best Practices
Modernizing Estate Planning: Using Wealthbox + Wealth.com to Protect and Serve Clients
Thursday, February 26 @ 2:00 PM ET
Outdated estate planning documents can create hidden liabilities for clients and their families, both financially and emotionally. This webinar will show LPL advisors how specialized planning, powered by Wealthbox and Wealth.com, can transform the power of POAs, wills, and other critical documents from an afterthought into a proactive value driver. Join Wealthbox and LPL for a best-practices session designed to help advisors modernize client estate planning, reduce risk, and deliver measurable client value.
Live Webinar
Best Practices
Streamline Your Holistic Practice: Maximizing Client Value with Wealthbox
Thursday, March 19 @ 2:00 PM ET
Running a holistic financial advisory practice requires clarity, organization, and seamless collaboration. This webinar will show how Wealthbox helps advisors streamline client management, simplify workflows, and enhance visibility across all aspects of their practice. Attendees will learn best practices for leveraging CRM capabilities to deliver a cohesive, client-focused experience that drives efficiency and strengthens relationships.
Live Webinar
Integration Demo
Maximizing Efficiency with LPL ClientWorks + Wealthbox
Thursday, April 9 @ 2:00 PM ET
Advisors using LPL ClientWorks need seamless access to account data while keeping workflows efficient. This webinar will demonstrate how Wealthbox’s integration with ClientWorks enables real-time, two-way syncing of account information, streamlining client management and reducing manual data entry. Attendees will see best practices for leveraging the integration to enhance collaboration, improve accuracy, and save time across the advisory team.
Live Webinar
Best Practices
The Personalization Advantage: Hyper-Relevant Client Outreach with Snappy Kraken + Wealthbox
Thursday, May 21 @ 2:00 PM ET
Clients expect personalized, relevant communication, and advisors who deliver it build stronger relationships. This webinar will show how integrating Snappy Kraken with Wealthbox empowers advisors to leverage engagement data for hyper-targeted outreach. Attendees will learn best practices for segmentation, workflows, and follow-up systems that ensure each client receives the right message at the right time.
Live Webinar
Best Practices
Estate Planning as a Growth Engine with Wealthbox and Trust & Will
Thursday, June 25 @ 2:00 PM ET
Estate planning isn’t just a compliance task, it’s a powerful way to deepen client relationships and grow your practice. This webinar will show advisors how to leverage estate planning conversations to drive new assets under management and generate referrals. Attendees will explore best practices for identifying opportunities, tracking engagement, and delivering meaningful client experiences with Wealthbox and Trust & Will.
Live Webinar
Best Practices
Reducing Risk Through Better Discovery and Documentation with PreciseFP + Wealthbox
Thursday, July 23 @ 2:00 PM ET
Strong discovery and documentation practices are the foundation of a compliant, defensible planning process. This webinar will explore how advisors can reduce risk by capturing complete, structured client data and maintaining clear records of planning decisions. Learn how PreciseFP and Wealthbox work together to support consistent documentation and long-term compliance.
Live Webinar
Best Practices
Streamlining Advisory Workflows with LPL ClientWorks + Wealthbox
Thursday, August 20 @ 2:00 PM ET
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.
Live Webinar
Best Practices
How Advisors Use Holistiplan + Wealthbox to Uncover Assets and Scale Outreach
Thursday, September 24 @ 2:00 PM ET
Tax season presents one of the most consistent opportunities for advisors to uncover new assets and drive growth. This webinar will show how advisors use Holistiplan and Wealthbox together to turn tax uploads into actionable insights that help identify held-away assets, book meaningful client conversations, and scale outreach across their book. Attendees will learn how to build repeatable workflows that ensure growth opportunities are captured and acted on, without adding operational complexity.
Live Webinar
Best Practices
Enhancing Client Understanding Through Visual Planning Tools with Asset-Map + Wealthbox
Thursday, October 22 @ 2:00 PM ET
Clients make better decisions when they can clearly see their full financial picture. This webinar explores how visual planning tools help advisors simplify complex conversations and improve client understanding. Learn how Asset-Map and Wealthbox work together to reinforce insights, capture next steps, and keep client communication consistent.
Live Webinar
Best Practices
Integrated Planning Ecosystems: How Wealthbox Amplifies LPL’s Tech Stack for Holistic Advice
Thursday, November 19 @ 2:00 PM ET
Setting your firm up for rapid growth in 2027 starts with a connected tech ecosystem. This webinar will explore how Wealthbox integrates seamlessly with LPL’s strategic partners — including ClientWorks, WealthVision, and key Afinity partners — to create a unified workflow for holistic advice. Attendees will learn best practices for maximizing their tech stack, moving efficiently from client data to actionable insights, and leveraging integrations to drive growth, efficiency, and better client outcomes.
Live Webinar
Best Practices
LPL Advisors: Grow Your Advisory Business with RightCapital and Wealthbox
Thursday, December 17 @ 2:00 PM ET
Join Wealthbox and RightCapital for an exclusive webinar designed to show advisors how to unlock growth using integrated financial planning and CRM workflows. Learn how top-performing advisors leverage technology to deepen client relationships, drive referrals, and scale efficiently. This session will provide practical strategies for elevating client conversations, increasing planning revenue, and automating the touchpoints that fuel long-term growth.
Tortuga Financial
Happy LPL Switcher
LPL-affiliated firm Tortuga Financial switched from Redtail to Wealthbox. They couldn’t be happier. Wealthbox is “actually fun to use.” Watch now.
LPL advisor Mike Maynes, Founder of Tortuga Financial, discusses how his team uses Wealthbox.
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