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BEST PRACTICES

Building a Repeatable Client Service Model

September 15 @ 2:00 pm ET

Consistent client service shouldn’t depend on remembering what needs to happen next. With the right processes in place, advisory firms can create a repeatable service model that keeps teams organized, delivers value throughout the year, and makes it easier to provide a consistent experience across every client relationship.
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BEST PRACTICES

Make Every Annual Review More Meaningful

September 16 @ 2:00 pm ET

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.
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BEST PRACTICES

From Manual to Modern RIA Workflows That Work Smarter

September 30 @ 2:00 pm ET

Paper checks, emailed forms, spreadsheet reminders, and manual follow-up can create unnecessary work for advisors and their teams. Join Wealthbox and AdvicePay to see how firms can connect client records, billing, and follow-up in a more streamlined digital workflow that saves time, reduces repetitive admin, and creates a more modern client experience.
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