Archive

1. How Advisors Use Amplify + Wealthbox to Streamline Digital Onboarding

   July 31, 2026 10:28 am Comments Off on How Advisors Use Amplify + Wealthbox to Streamline Digital Onboarding

   Standby

   The webinar is starting soon…

   How Advisors Use Amplify + Wealthbox to Streamline Digital Onboarding

   August 11th 2026

   Presented by

   

   Chris Kopanski

   Head of Customer Education

   Software Ratings

   Wealthbox is rated the #1 CRM for RIAs on G2.com reviews

   

   Software Ratings

   Wealthbox is ranked #1 for user engagement at integrated custodians like Schwab

   

   Advisor Review

   

   “When we switched to Wealthbox, CRM user adoption increased and every single branch office shared glowing feedback that they preferred Wealthbox over Salesforce.”

   

   Jack McCormack

   Managing Director at Sanctuary Wealth

   670 users on Wealthbox

   Advisor Review

   

   “The collaborative features and ease of use in Wealthbox are incredible and have helped our firm grow. We’re glad we switched to Wealthbox.”

   

   Rachel Daniels

   Avidian Wealth

   50 users on Wealthbox

   Advisor Review

   

   “Our firm switched to Wealthbox and have seen our 45 advisors adopt CRM like never before.”

   

   Charlie Rocco

   MONECO Advisors

   Market Research

   

   “…after a multiyear decline in satisfaction ratings, Redtail has now lost its #1 market share position to Wealthbox.“

   Source: Kitces AdvisorTech Report, August 2025

   

   Market Research

   “Wealthbox is attracting the most attention from advisory firms looking to switch CRMs.”

   Source: T3 / Inside Information Survey, March 2025

   

   Market Research

   Wealthbox is the fastest-growing CRM platform in the market

   

   Source: T3 / Inside Information Survey, March 2025

   Market Leader

   Wealthbox is #1 in market share within the financial advice space

   

   Source: Kitces AdvisorTech Report, August 2025

   Fun Factoid

   Time is Money…

   In Salesforce, it takes 8 clicks to add a note to a contact record. In Wealthbox, it takes just 2 clicks!

   

   Fun Factoid

   Wealthbox has over 150 integrations with the leading custodians and wealthtech software applications.

   

   In The News

   

   “Wealthbox eyes next growth phase with $200M Sixth Street investment“

   Source: InvestmentNews, June 2025

   

2. Build Relationships Beyond the Primary Client

   July 30, 2026 1:44 pm Comments Off on Build Relationships Beyond the Primary Client

   Standby

   The webinar is starting soon…

   Build Relationships Beyond the Primary Client

   August 11th 2026

   Presented by

   

   Chris Kopanski

   Head of Customer Education

   Software Ratings

   Wealthbox is rated the #1 CRM for RIAs on G2.com reviews

   

   Software Ratings

   Wealthbox is ranked #1 for user engagement at integrated custodians like Schwab

   

   Advisor Review

   

   “When we switched to Wealthbox, CRM user adoption increased and every single branch office shared glowing feedback that they preferred Wealthbox over Salesforce.”

   

   Jack McCormack

   Managing Director at Sanctuary Wealth

   670 users on Wealthbox

   Advisor Review

   

   “The collaborative features and ease of use in Wealthbox are incredible and have helped our firm grow. We’re glad we switched to Wealthbox.”

   

   Rachel Daniels

   Avidian Wealth

   50 users on Wealthbox

   Advisor Review

   

   “Our firm switched to Wealthbox and have seen our 45 advisors adopt CRM like never before.”

   

   Charlie Rocco

   MONECO Advisors

   Market Research

   

   “…after a multiyear decline in satisfaction ratings, Redtail has now lost its #1 market share position to Wealthbox.“

   Source: Kitces AdvisorTech Report, August 2025

   

   Market Research

   “Wealthbox is attracting the most attention from advisory firms looking to switch CRMs.”

   Source: T3 / Inside Information Survey, March 2025

   

   Market Research

   Wealthbox is the fastest-growing CRM platform in the market

   

   Source: T3 / Inside Information Survey, March 2025

   Market Leader

   Wealthbox is #1 in market share within the financial advice space

   

   Source: Kitces AdvisorTech Report, August 2025

   Fun Factoid

   Time is Money…

   In Salesforce, it takes 8 clicks to add a note to a contact record. In Wealthbox, it takes just 2 clicks!

   

   Fun Factoid

   Wealthbox has over 150 integrations with the leading custodians and wealthtech software applications.

   

   In The News

   

   “Wealthbox eyes next growth phase with $200M Sixth Street investment“

   Source: InvestmentNews, June 2025

   

3. Turn Tax Season Into More Client Opportunities

   1:41 pm Comments Off on Turn Tax Season Into More Client Opportunities

   Standby

   The webinar is starting soon…

   Turn Tax Season Into More Client Opportunities

   August 11th 2026

   Presented by

   

   Chris Kopanski

   Head of Customer Education

   Software Ratings

   Wealthbox is rated the #1 CRM for RIAs on G2.com reviews

   

   Software Ratings

   Wealthbox is ranked #1 for user engagement at integrated custodians like Schwab

   

   Advisor Review

   

   “When we switched to Wealthbox, CRM user adoption increased and every single branch office shared glowing feedback that they preferred Wealthbox over Salesforce.”

   

   Jack McCormack

   Managing Director at Sanctuary Wealth

   670 users on Wealthbox

   Advisor Review

   

   “The collaborative features and ease of use in Wealthbox are incredible and have helped our firm grow. We’re glad we switched to Wealthbox.”

   

   Rachel Daniels

   Avidian Wealth

   50 users on Wealthbox

   Advisor Review

   

   “Our firm switched to Wealthbox and have seen our 45 advisors adopt CRM like never before.”

   

   Charlie Rocco

   MONECO Advisors

   Market Research

   

   “…after a multiyear decline in satisfaction ratings, Redtail has now lost its #1 market share position to Wealthbox.“

   Source: Kitces AdvisorTech Report, August 2025

   

   Market Research

   “Wealthbox is attracting the most attention from advisory firms looking to switch CRMs.”

   Source: T3 / Inside Information Survey, March 2025

   

   Market Research

   Wealthbox is the fastest-growing CRM platform in the market

   

   Source: T3 / Inside Information Survey, March 2025

   Market Leader

   Wealthbox is #1 in market share within the financial advice space

   

   Source: Kitces AdvisorTech Report, August 2025

   Fun Factoid

   Time is Money…

   In Salesforce, it takes 8 clicks to add a note to a contact record. In Wealthbox, it takes just 2 clicks!

   

   Fun Factoid

   Wealthbox has over 150 integrations with the leading custodians and wealthtech software applications.

   

   In The News

   

   “Wealthbox eyes next growth phase with $200M Sixth Street investment“

   Source: InvestmentNews, June 2025

   

4. Streamlining Advisory Workflows with LPL ClientWorks + Wealthbox

   1:29 pm Comments Off on Streamlining Advisory Workflows with LPL ClientWorks + Wealthbox

   Standby

   The webinar is starting soon…

   Streamlining Advisory Workflows with LPL ClientWorks + Wealthbox

   August 11th 2026

   Presented by

   

   Chris Kopanski

   Head of Customer Education

   Software Ratings

   Wealthbox is rated the #1 CRM for RIAs on G2.com reviews

   

   Software Ratings

   Wealthbox is ranked #1 for user engagement at integrated custodians like Schwab

   

   Advisor Review

   

   “When we switched to Wealthbox, CRM user adoption increased and every single branch office shared glowing feedback that they preferred Wealthbox over Salesforce.”

   

   Jack McCormack

   Managing Director at Sanctuary Wealth

   670 users on Wealthbox

   Advisor Review

   

   “The collaborative features and ease of use in Wealthbox are incredible and have helped our firm grow. We’re glad we switched to Wealthbox.”

   

   Rachel Daniels

   Avidian Wealth

   50 users on Wealthbox

   Advisor Review

   

   “Our firm switched to Wealthbox and have seen our 45 advisors adopt CRM like never before.”

   

   Charlie Rocco

   MONECO Advisors

   Market Research

   

   “…after a multiyear decline in satisfaction ratings, Redtail has now lost its #1 market share position to Wealthbox.“

   Source: Kitces AdvisorTech Report, August 2025

   

   Market Research

   “Wealthbox is attracting the most attention from advisory firms looking to switch CRMs.”

   Source: T3 / Inside Information Survey, March 2025

   

   Market Research

   Wealthbox is the fastest-growing CRM platform in the market

   

   Source: T3 / Inside Information Survey, March 2025

   Market Leader

   Wealthbox is #1 in market share within the financial advice space

   

   Source: Kitces AdvisorTech Report, August 2025

   Fun Factoid

   Time is Money…

   In Salesforce, it takes 8 clicks to add a note to a contact record. In Wealthbox, it takes just 2 clicks!

   

   Fun Factoid

   Wealthbox has over 150 integrations with the leading custodians and wealthtech software applications.

   

   In The News

   

   “Wealthbox eyes next growth phase with $200M Sixth Street investment“

   Source: InvestmentNews, June 2025

   

5. Modernizing Estate Planning Reviews

   1:28 pm Comments Off on Modernizing Estate Planning Reviews

   Standby

   The webinar is starting soon…

   Modernizing Estate Planning Reviews

   August 11th 2026

   Presented by

   

   Chris Kopanski

   Head of Customer Education

   Software Ratings

   Wealthbox is rated the #1 CRM for RIAs on G2.com reviews

   

   Software Ratings

   Wealthbox is ranked #1 for user engagement at integrated custodians like Schwab

   

   Advisor Review

   

   “When we switched to Wealthbox, CRM user adoption increased and every single branch office shared glowing feedback that they preferred Wealthbox over Salesforce.”

   

   Jack McCormack

   Managing Director at Sanctuary Wealth

   670 users on Wealthbox

   Advisor Review

   

   “The collaborative features and ease of use in Wealthbox are incredible and have helped our firm grow. We’re glad we switched to Wealthbox.”

   

   Rachel Daniels

   Avidian Wealth

   50 users on Wealthbox

   Advisor Review

   

   “Our firm switched to Wealthbox and have seen our 45 advisors adopt CRM like never before.”

   

   Charlie Rocco

   MONECO Advisors

   Market Research

   

   “…after a multiyear decline in satisfaction ratings, Redtail has now lost its #1 market share position to Wealthbox.“

   Source: Kitces AdvisorTech Report, August 2025

   

   Market Research

   “Wealthbox is attracting the most attention from advisory firms looking to switch CRMs.”

   Source: T3 / Inside Information Survey, March 2025

   

   Market Research

   Wealthbox is the fastest-growing CRM platform in the market

   

   Source: T3 / Inside Information Survey, March 2025

   Market Leader

   Wealthbox is #1 in market share within the financial advice space

   

   Source: Kitces AdvisorTech Report, August 2025

   Fun Factoid

   Time is Money…

   In Salesforce, it takes 8 clicks to add a note to a contact record. In Wealthbox, it takes just 2 clicks!

   

   Fun Factoid

   Wealthbox has over 150 integrations with the leading custodians and wealthtech software applications.

   

   In The News

   

   “Wealthbox eyes next growth phase with $200M Sixth Street investment“

   Source: InvestmentNews, June 2025

   

6. Balancing Compliance and Advisor Experience with CurrentClient + Wealthbox

   1:26 pm Comments Off on Balancing Compliance and Advisor Experience with CurrentClient + Wealthbox

   Standby

   The webinar is starting soon…

   Balancing Compliance and Advisor Experience with CurrentClient + Wealthbox

   August 11th 2026

   Presented by

   

   Chris Kopanski

   Head of Customer Education

   Software Ratings

   Wealthbox is rated the #1 CRM for RIAs on G2.com reviews

   

   Software Ratings

   Wealthbox is ranked #1 for user engagement at integrated custodians like Schwab

   

   Advisor Review

   

   “When we switched to Wealthbox, CRM user adoption increased and every single branch office shared glowing feedback that they preferred Wealthbox over Salesforce.”

   

   Jack McCormack

   Managing Director at Sanctuary Wealth

   670 users on Wealthbox

   Advisor Review

   

   “The collaborative features and ease of use in Wealthbox are incredible and have helped our firm grow. We’re glad we switched to Wealthbox.”

   

   Rachel Daniels

   Avidian Wealth

   50 users on Wealthbox

   Advisor Review

   

   “Our firm switched to Wealthbox and have seen our 45 advisors adopt CRM like never before.”

   

   Charlie Rocco

   MONECO Advisors

   Market Research

   

   “…after a multiyear decline in satisfaction ratings, Redtail has now lost its #1 market share position to Wealthbox.“

   Source: Kitces AdvisorTech Report, August 2025

   

   Market Research

   “Wealthbox is attracting the most attention from advisory firms looking to switch CRMs.”

   Source: T3 / Inside Information Survey, March 2025

   

   Market Research

   Wealthbox is the fastest-growing CRM platform in the market

   

   Source: T3 / Inside Information Survey, March 2025

   Market Leader

   Wealthbox is #1 in market share within the financial advice space

   

   Source: Kitces AdvisorTech Report, August 2025

   Fun Factoid

   Time is Money…

   In Salesforce, it takes 8 clicks to add a note to a contact record. In Wealthbox, it takes just 2 clicks!

   

   Fun Factoid

   Wealthbox has over 150 integrations with the leading custodians and wealthtech software applications.

   

   In The News

   

   “Wealthbox eyes next growth phase with $200M Sixth Street investment“

   Source: InvestmentNews, June 2025

   

7. How CRM, Content, and Follow-Up Turn Attention Into Conversations

   1:24 pm Comments Off on How CRM, Content, and Follow-Up Turn Attention Into Conversations

   Standby

   The webinar is starting soon…

   How CRM, Content, and Follow-Up Turn Attention Into Conversations

   August 11th 2026

   Presented by

   

   Chris Kopanski

   Head of Customer Education

   Software Ratings

   Wealthbox is rated the #1 CRM for RIAs on G2.com reviews

   

   Software Ratings

   Wealthbox is ranked #1 for user engagement at integrated custodians like Schwab

   

   Advisor Review

   

   “When we switched to Wealthbox, CRM user adoption increased and every single branch office shared glowing feedback that they preferred Wealthbox over Salesforce.”

   

   Jack McCormack

   Managing Director at Sanctuary Wealth

   670 users on Wealthbox

   Advisor Review

   

   “The collaborative features and ease of use in Wealthbox are incredible and have helped our firm grow. We’re glad we switched to Wealthbox.”

   

   Rachel Daniels

   Avidian Wealth

   50 users on Wealthbox

   Advisor Review

   

   “Our firm switched to Wealthbox and have seen our 45 advisors adopt CRM like never before.”

   

   Charlie Rocco

   MONECO Advisors

   Market Research

   

   “…after a multiyear decline in satisfaction ratings, Redtail has now lost its #1 market share position to Wealthbox.“

   Source: Kitces AdvisorTech Report, August 2025

   

   Market Research

   “Wealthbox is attracting the most attention from advisory firms looking to switch CRMs.”

   Source: T3 / Inside Information Survey, March 2025

   

   Market Research

   Wealthbox is the fastest-growing CRM platform in the market

   

   Source: T3 / Inside Information Survey, March 2025

   Market Leader

   Wealthbox is #1 in market share within the financial advice space

   

   Source: Kitces AdvisorTech Report, August 2025

   Fun Factoid

   Time is Money…

   In Salesforce, it takes 8 clicks to add a note to a contact record. In Wealthbox, it takes just 2 clicks!

   

   Fun Factoid

   Wealthbox has over 150 integrations with the leading custodians and wealthtech software applications.

   

   In The News

   

   “Wealthbox eyes next growth phase with $200M Sixth Street investment“

   Source: InvestmentNews, June 2025

   

8. Show, Don’t Tell: Why Quantitative Proposals Win More Business

   1:22 pm Comments Off on Show, Don’t Tell: Why Quantitative Proposals Win More Business

   Standby

   The webinar is starting soon…

   Show, Don’t Tell: Why Quantitative Proposals Win More Business

   August 11th 2026

   Presented by

   

   Chris Kopanski

   Head of Customer Education

   Software Ratings

   Wealthbox is rated the #1 CRM for RIAs on G2.com reviews

   

   Software Ratings

   Wealthbox is ranked #1 for user engagement at integrated custodians like Schwab

   

   Advisor Review

   

   “When we switched to Wealthbox, CRM user adoption increased and every single branch office shared glowing feedback that they preferred Wealthbox over Salesforce.”

   

   Jack McCormack

   Managing Director at Sanctuary Wealth

   670 users on Wealthbox

   Advisor Review

   

   “The collaborative features and ease of use in Wealthbox are incredible and have helped our firm grow. We’re glad we switched to Wealthbox.”

   

   Rachel Daniels

   Avidian Wealth

   50 users on Wealthbox

   Advisor Review

   

   “Our firm switched to Wealthbox and have seen our 45 advisors adopt CRM like never before.”

   

   Charlie Rocco

   MONECO Advisors

   Market Research

   

   “…after a multiyear decline in satisfaction ratings, Redtail has now lost its #1 market share position to Wealthbox.“

   Source: Kitces AdvisorTech Report, August 2025

   

   Market Research

   “Wealthbox is attracting the most attention from advisory firms looking to switch CRMs.”

   Source: T3 / Inside Information Survey, March 2025

   

   Market Research

   Wealthbox is the fastest-growing CRM platform in the market

   

   Source: T3 / Inside Information Survey, March 2025

   Market Leader

   Wealthbox is #1 in market share within the financial advice space

   

   Source: Kitces AdvisorTech Report, August 2025

   Fun Factoid

   Time is Money…

   In Salesforce, it takes 8 clicks to add a note to a contact record. In Wealthbox, it takes just 2 clicks!

   

   Fun Factoid

   Wealthbox has over 150 integrations with the leading custodians and wealthtech software applications.

   

   In The News

   

   “Wealthbox eyes next growth phase with $200M Sixth Street investment“

   Source: InvestmentNews, June 2025

   

9. Build a Better Discovery Process with PreciseFP + Wealthbox

   1:21 pm Comments Off on Build a Better Discovery Process with PreciseFP + Wealthbox

   Standby

   The webinar is starting soon…

   Build a Better Discovery Process with PreciseFP + Wealthbox

   August 11th 2026

   Presented by

   

   Christian Kirchoff

   Team Lead of Customer Success

   Software Ratings

   Wealthbox is rated the #1 CRM for RIAs on G2.com reviews

   

   Software Ratings

   Wealthbox is ranked #1 for user engagement at integrated custodians like Schwab

   

   Advisor Review

   

   “When we switched to Wealthbox, CRM user adoption increased and every single branch office shared glowing feedback that they preferred Wealthbox over Salesforce.”

   

   Jack McCormack

   Managing Director at Sanctuary Wealth

   670 users on Wealthbox

   Advisor Review

   

   “The collaborative features and ease of use in Wealthbox are incredible and have helped our firm grow. We’re glad we switched to Wealthbox.”

   

   Rachel Daniels

   Avidian Wealth

   50 users on Wealthbox

   Advisor Review

   

   “Our firm switched to Wealthbox and have seen our 45 advisors adopt CRM like never before.”

   

   Charlie Rocco

   MONECO Advisors

   Market Research

   

   “…after a multiyear decline in satisfaction ratings, Redtail has now lost its #1 market share position to Wealthbox.“

   Source: Kitces AdvisorTech Report, August 2025

   

   Market Research

   “Wealthbox is attracting the most attention from advisory firms looking to switch CRMs.”

   Source: T3 / Inside Information Survey, March 2025

   

   Market Research

   Wealthbox is the fastest-growing CRM platform in the market

   

   Source: T3 / Inside Information Survey, March 2025

   Market Leader

   Wealthbox is #1 in market share within the financial advice space

   

   Source: Kitces AdvisorTech Report, August 2025

   Fun Factoid

   Time is Money…

   In Salesforce, it takes 8 clicks to add a note to a contact record. In Wealthbox, it takes just 2 clicks!

   

   Fun Factoid

   Wealthbox has over 150 integrations with the leading custodians and wealthtech software applications.

   

   In The News

   

   “Wealthbox eyes next growth phase with $200M Sixth Street investment“

   Source: InvestmentNews, June 2025

   

10. 10 Wealthbox AI Prompts Every Advisor Should Know

    1:19 pm Comments Off on 10 Wealthbox AI Prompts Every Advisor Should Know

    Standby

    The webinar is starting soon…

    10 Wealthbox AI Prompts Every Advisor Should Know

    August 11th 2026

    Presented by

    

    Team Wealthbox

    Chris Kopanski & Carrie Buth

    Software Ratings

    Wealthbox is rated the #1 CRM for RIAs on G2.com reviews

    

    Software Ratings

    Wealthbox is ranked #1 for user engagement at integrated custodians like Schwab

    

    Advisor Review

    

    “When we switched to Wealthbox, CRM user adoption increased and every single branch office shared glowing feedback that they preferred Wealthbox over Salesforce.”

    

    Jack McCormack

    Managing Director at Sanctuary Wealth

    670 users on Wealthbox

    Advisor Review

    

    “The collaborative features and ease of use in Wealthbox are incredible and have helped our firm grow. We’re glad we switched to Wealthbox.”

    

    Rachel Daniels

    Avidian Wealth

    50 users on Wealthbox

    Advisor Review

    

    “Our firm switched to Wealthbox and have seen our 45 advisors adopt CRM like never before.”

    

    Charlie Rocco

    MONECO Advisors

    Market Research

    

    “…after a multiyear decline in satisfaction ratings, Redtail has now lost its #1 market share position to Wealthbox.“

    Source: Kitces AdvisorTech Report, August 2025

    

    Market Research

    “Wealthbox is attracting the most attention from advisory firms looking to switch CRMs.”

    Source: T3 / Inside Information Survey, March 2025

    

    Market Research

    Wealthbox is the fastest-growing CRM platform in the market

    

    Source: T3 / Inside Information Survey, March 2025

    Market Leader

    Wealthbox is #1 in market share within the financial advice space

    

    Source: Kitces AdvisorTech Report, August 2025

    Fun Factoid

    Time is Money…

    In Salesforce, it takes 8 clicks to add a note to a contact record. In Wealthbox, it takes just 2 clicks!

    

    Fun Factoid

    Wealthbox has over 150 integrations with the leading custodians and wealthtech software applications.

    

    In The News

    

    “Wealthbox eyes next growth phase with $200M Sixth Street investment“

    Source: InvestmentNews, June 2025

    

11. Become the Go-To Retirement Plan Advisor in Your Market

    1:17 pm Comments Off on Become the Go-To Retirement Plan Advisor in Your Market

    Standby

    The webinar is starting soon…

    Become the Go-To Retirement Plan Advisor in Your Market

    August 11th 2026

    Presented by

    

    Christian Kirchoff

    Team Lead of Customer Success

    Software Ratings

    Wealthbox is rated the #1 CRM for RIAs on G2.com reviews

    

    Software Ratings

    Wealthbox is ranked #1 for user engagement at integrated custodians like Schwab

    

    Advisor Review

    

    “When we switched to Wealthbox, CRM user adoption increased and every single branch office shared glowing feedback that they preferred Wealthbox over Salesforce.”

    

    Jack McCormack

    Managing Director at Sanctuary Wealth

    670 users on Wealthbox

    Advisor Review

    

    “The collaborative features and ease of use in Wealthbox are incredible and have helped our firm grow. We’re glad we switched to Wealthbox.”

    

    Rachel Daniels

    Avidian Wealth

    50 users on Wealthbox

    Advisor Review

    

    “Our firm switched to Wealthbox and have seen our 45 advisors adopt CRM like never before.”

    

    Charlie Rocco

    MONECO Advisors

    Market Research

    

    “…after a multiyear decline in satisfaction ratings, Redtail has now lost its #1 market share position to Wealthbox.“

    Source: Kitces AdvisorTech Report, August 2025

    

    Market Research

    “Wealthbox is attracting the most attention from advisory firms looking to switch CRMs.”

    Source: T3 / Inside Information Survey, March 2025

    

    Market Research

    Wealthbox is the fastest-growing CRM platform in the market

    

    Source: T3 / Inside Information Survey, March 2025

    Market Leader

    Wealthbox is #1 in market share within the financial advice space

    

    Source: Kitces AdvisorTech Report, August 2025

    Fun Factoid

    Time is Money…

    In Salesforce, it takes 8 clicks to add a note to a contact record. In Wealthbox, it takes just 2 clicks!

    

    Fun Factoid

    Wealthbox has over 150 integrations with the leading custodians and wealthtech software applications.

    

    In The News

    

    “Wealthbox eyes next growth phase with $200M Sixth Street investment“

    Source: InvestmentNews, June 2025

    

12. Connecting Every Stage of the Client Journey in WealthboxBecome the Go-To Retirement Plan Advisor in Your Market

    1:15 pm Comments Off on Connecting Every Stage of the Client Journey in WealthboxBecome the Go-To Retirement Plan Advisor in Your Market

    Standby

    The webinar is starting soon…

    Connecting Every Stage of the Client Journey in WealthboxBecome the Go-To Retirement Plan Advisor in Your Market

    August 11th 2026

    Presented by

    

    Chris Kopanski

    Head of Customer Education

    Software Ratings

    Wealthbox is rated the #1 CRM for RIAs on G2.com reviews

    

    Software Ratings

    Wealthbox is ranked #1 for user engagement at integrated custodians like Schwab

    

    Advisor Review

    

    “When we switched to Wealthbox, CRM user adoption increased and every single branch office shared glowing feedback that they preferred Wealthbox over Salesforce.”

    

    Jack McCormack

    Managing Director at Sanctuary Wealth

    670 users on Wealthbox

    Advisor Review

    

    “The collaborative features and ease of use in Wealthbox are incredible and have helped our firm grow. We’re glad we switched to Wealthbox.”

    

    Rachel Daniels

    Avidian Wealth

    50 users on Wealthbox

    Advisor Review

    

    “Our firm switched to Wealthbox and have seen our 45 advisors adopt CRM like never before.”

    

    Charlie Rocco

    MONECO Advisors

    Market Research

    

    “…after a multiyear decline in satisfaction ratings, Redtail has now lost its #1 market share position to Wealthbox.“

    Source: Kitces AdvisorTech Report, August 2025

    

    Market Research

    “Wealthbox is attracting the most attention from advisory firms looking to switch CRMs.”

    Source: T3 / Inside Information Survey, March 2025

    

    Market Research

    Wealthbox is the fastest-growing CRM platform in the market

    

    Source: T3 / Inside Information Survey, March 2025

    Market Leader

    Wealthbox is #1 in market share within the financial advice space

    

    Source: Kitces AdvisorTech Report, August 2025

    Fun Factoid

    Time is Money…

    In Salesforce, it takes 8 clicks to add a note to a contact record. In Wealthbox, it takes just 2 clicks!

    

    Fun Factoid

    Wealthbox has over 150 integrations with the leading custodians and wealthtech software applications.

    

    In The News

    

    “Wealthbox eyes next growth phase with $200M Sixth Street investment“

    Source: InvestmentNews, June 2025

    

13. Get More from Every Meeting with Wealthbox AI Notetaker

    July 20, 2026 12:20 pm Comments Off on Get More from Every Meeting with Wealthbox AI Notetaker

    Standby

    The webinar is starting soon…

    Get More from Every Meeting with Wealthbox AI Notetaker

    August 11th 2026

    Presented by

    

    Team Wealthbox

    Chris Kopanski & Holly Slattery

    Software Ratings

    Wealthbox is rated the #1 CRM for RIAs on G2.com reviews

    

    Software Ratings

    Wealthbox is ranked #1 for user engagement at integrated custodians like Schwab

    

    Advisor Review

    

    “When we switched to Wealthbox, CRM user adoption increased and every single branch office shared glowing feedback that they preferred Wealthbox over Salesforce.”

    

    Jack McCormack

    Managing Director at Sanctuary Wealth

    670 users on Wealthbox

    Advisor Review

    

    “The collaborative features and ease of use in Wealthbox are incredible and have helped our firm grow. We’re glad we switched to Wealthbox.”

    

    Rachel Daniels

    Avidian Wealth

    50 users on Wealthbox

    Advisor Review

    

    “Our firm switched to Wealthbox and have seen our 45 advisors adopt CRM like never before.”

    

    Charlie Rocco

    MONECO Advisors

    Market Research

    

    “…after a multiyear decline in satisfaction ratings, Redtail has now lost its #1 market share position to Wealthbox.“

    Source: Kitces AdvisorTech Report, August 2025

    

    Market Research

    “Wealthbox is attracting the most attention from advisory firms looking to switch CRMs.”

    Source: T3 / Inside Information Survey, March 2025

    

    Market Research

    Wealthbox is the fastest-growing CRM platform in the market

    

    Source: T3 / Inside Information Survey, March 2025

    Market Leader

    Wealthbox is #1 in market share within the financial advice space

    

    Source: Kitces AdvisorTech Report, August 2025

    Fun Factoid

    Time is Money…

    In Salesforce, it takes 8 clicks to add a note to a contact record. In Wealthbox, it takes just 2 clicks!

    

    Fun Factoid

    Wealthbox has over 150 integrations with the leading custodians and wealthtech software applications.

    

    In The News

    

    “Wealthbox eyes next growth phase with $200M Sixth Street investment“

    Source: InvestmentNews, June 2025

    

14. Preparing for the Great Wealth Transfer

    July 6, 2026 1:19 pm Comments Off on Preparing for the Great Wealth Transfer

    Standby

    The webinar is starting soon…

    Preparing for the Great Wealth Transfer

    August 11th 2026

    Presented by

    

    Team Wealthbox

    Erin Bickford & Chris Kopanski

    Software Ratings

    Wealthbox is rated the #1 CRM for RIAs on G2.com reviews

    

    Software Ratings

    Wealthbox is ranked #1 for user engagement at integrated custodians like Schwab

    

    Advisor Review

    

    “When we switched to Wealthbox, CRM user adoption increased and every single branch office shared glowing feedback that they preferred Wealthbox over Salesforce.”

    

    Jack McCormack

    Managing Director at Sanctuary Wealth

    670 users on Wealthbox

    Advisor Review

    

    “The collaborative features and ease of use in Wealthbox are incredible and have helped our firm grow. We’re glad we switched to Wealthbox.”

    

    Rachel Daniels

    Avidian Wealth

    50 users on Wealthbox

    Advisor Review

    

    “Our firm switched to Wealthbox and have seen our 45 advisors adopt CRM like never before.”

    

    Charlie Rocco

    MONECO Advisors

    Market Research

    

    “…after a multiyear decline in satisfaction ratings, Redtail has now lost its #1 market share position to Wealthbox.“

    Source: Kitces AdvisorTech Report, August 2025

    

    Market Research

    “Wealthbox is attracting the most attention from advisory firms looking to switch CRMs.”

    Source: T3 / Inside Information Survey, March 2025

    

    Market Research

    Wealthbox is the fastest-growing CRM platform in the market

    

    Source: T3 / Inside Information Survey, March 2025

    Market Leader

    Wealthbox is #1 in market share within the financial advice space

    

    Source: Kitces AdvisorTech Report, August 2025

    Fun Factoid

    Time is Money…

    In Salesforce, it takes 8 clicks to add a note to a contact record. In Wealthbox, it takes just 2 clicks!

    

    Fun Factoid

    Wealthbox has over 150 integrations with the leading custodians and wealthtech software applications.

    

    In The News

    

    “Wealthbox eyes next growth phase with $200M Sixth Street investment“

    Source: InvestmentNews, June 2025

    

15. Scale Smarter with Better Systems with Level Best and Wealthbox

    1:13 pm Comments Off on Scale Smarter with Better Systems with Level Best and Wealthbox

    Standby

    The webinar is starting soon…

    Scale Smarter with Better Systems with Level Best and Wealthbox

    August 11th 2026

    Presented by

    

    Chris Kopasnki

    Head of Customer Education

    Software Ratings

    Wealthbox is rated the #1 CRM for RIAs on G2.com reviews

    

    Software Ratings

    Wealthbox is ranked #1 for user engagement at integrated custodians like Schwab

    

    Advisor Review

    

    “When we switched to Wealthbox, CRM user adoption increased and every single branch office shared glowing feedback that they preferred Wealthbox over Salesforce.”

    

    Jack McCormack

    Managing Director at Sanctuary Wealth

    670 users on Wealthbox

    Advisor Review

    

    “The collaborative features and ease of use in Wealthbox are incredible and have helped our firm grow. We’re glad we switched to Wealthbox.”

    

    Rachel Daniels

    Avidian Wealth

    50 users on Wealthbox

    Advisor Review

    

    “Our firm switched to Wealthbox and have seen our 45 advisors adopt CRM like never before.”

    

    Charlie Rocco

    MONECO Advisors

    Market Research

    

    “…after a multiyear decline in satisfaction ratings, Redtail has now lost its #1 market share position to Wealthbox.“

    Source: Kitces AdvisorTech Report, August 2025

    

    Market Research

    “Wealthbox is attracting the most attention from advisory firms looking to switch CRMs.”

    Source: T3 / Inside Information Survey, March 2025

    

    Market Research

    Wealthbox is the fastest-growing CRM platform in the market

    

    Source: T3 / Inside Information Survey, March 2025

    Market Leader

    Wealthbox is #1 in market share within the financial advice space

    

    Source: Kitces AdvisorTech Report, August 2025

    Fun Factoid

    Time is Money…

    In Salesforce, it takes 8 clicks to add a note to a contact record. In Wealthbox, it takes just 2 clicks!

    

    Fun Factoid

    Wealthbox has over 150 integrations with the leading custodians and wealthtech software applications.

    

    In The News

    

    “Wealthbox eyes next growth phase with $200M Sixth Street investment“

    Source: InvestmentNews, June 2025

    

16. Keeping Financial Plans Relevant as Clients’ Lives Change with MoneyGuide and Wealthbox

    1:12 pm Comments Off on Keeping Financial Plans Relevant as Clients’ Lives Change with MoneyGuide and Wealthbox

    Standby

    The webinar is starting soon…

    Keeping Financial Plans Relevant as Clients’ Lives Change with MoneyGuide and Wealthbox

    August 11th 2026

    Presented by

    

    Chris Kopanski

    Head of Customer Education

    Software Ratings

    Wealthbox is rated the #1 CRM for RIAs on G2.com reviews

    

    Software Ratings

    Wealthbox is ranked #1 for user engagement at integrated custodians like Schwab

    

    Advisor Review

    

    “When we switched to Wealthbox, CRM user adoption increased and every single branch office shared glowing feedback that they preferred Wealthbox over Salesforce.”

    

    Jack McCormack

    Managing Director at Sanctuary Wealth

    670 users on Wealthbox

    Advisor Review

    

    “The collaborative features and ease of use in Wealthbox are incredible and have helped our firm grow. We’re glad we switched to Wealthbox.”

    

    Rachel Daniels

    Avidian Wealth

    50 users on Wealthbox

    Advisor Review

    

    “Our firm switched to Wealthbox and have seen our 45 advisors adopt CRM like never before.”

    

    Charlie Rocco

    MONECO Advisors

    Market Research

    

    “…after a multiyear decline in satisfaction ratings, Redtail has now lost its #1 market share position to Wealthbox.“

    Source: Kitces AdvisorTech Report, August 2025

    

    Market Research

    “Wealthbox is attracting the most attention from advisory firms looking to switch CRMs.”

    Source: T3 / Inside Information Survey, March 2025

    

    Market Research

    Wealthbox is the fastest-growing CRM platform in the market

    

    Source: T3 / Inside Information Survey, March 2025

    Market Leader

    Wealthbox is #1 in market share within the financial advice space

    

    Source: Kitces AdvisorTech Report, August 2025

    Fun Factoid

    Time is Money…

    In Salesforce, it takes 8 clicks to add a note to a contact record. In Wealthbox, it takes just 2 clicks!

    

    Fun Factoid

    Wealthbox has over 150 integrations with the leading custodians and wealthtech software applications.

    

    In The News

    

    “Wealthbox eyes next growth phase with $200M Sixth Street investment“

    Source: InvestmentNews, June 2025