Upcoming Webinars
Join Wealthbox experts and our partners for integration demos, best practice advice, and industry insights.
Thought Leadership
Preparing for the Great Wealth Transfer
July 30 @ 2:00 pm ET
The Great Wealth Transfer is already underway, and advisory firms are facing growing pressure to engage the next generation of clients before assets leave the household.
Join Wealthbox and a panel of experts for a webinar focused on how firms can prepare for one of the largest generational shifts in wealth management history. We’ll explore the operational, communication, and relationship challenges firms face as wealth moves between generations, along with strategies for creating stronger engagement with heirs, younger clients, and multi-generational households.
Best Practices
Become the Go-To Retirement Plan Advisor in Your Market
August 4 @ 2:00 pm ET
Winning more retirement plan business takes more than experience. Join 401(k) Marketing and Wealthbox to learn how specialized positioning, consistent visibility, and a clear point of view help advisors stand out in a crowded market. See how retirement marketing helps advisors build their reputation while keeping every plan sponsor relationship and referral organized as their business grows.
Best Practices
Connecting Every Stage of the Client Journey in Wealthbox
August 6 @ 2:00 pm ET
Every client relationship begins with a first impression, but delivering a consistently exceptional experience requires more than great conversations. As firms grow, it's easy for processes to become disconnected, creating inconsistent client experiences and making it harder for teams to stay aligned.
Join us to learn how to think beyond individual CRM features and design a connected client journey. We'll explore how workflows, task templates, notes, key data fields, reports, and automations work together to create a more consistent experience for both clients and your team.
Best Practices
Build a Better Discovery Process with PreciseFP + Wealthbox
August 11 @ 2:00 pm ET
A strong client experience starts with complete, accurate information. But when discovery, documentation, and follow-up are disconnected, important details can be missed, creating extra work for advisors and unnecessary compliance risk.
Join PreciseFP and Wealthbox to learn how to create a more consistent client onboarding and documentation process. We'll share best practices for capturing structured client information, maintaining complete records, and building repeatable workflows that help advisors stay organized while supporting long-term compliance.
Integration Demos
Streamlining Advisory Workflows with LPL ClientWorks + Wealthbox
August 20 @ 1:00 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.
Recorded Webinars
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