5 Featured Workflows for Advisors in Wealthbox

In this webinar, we’ll walk through five purpose-built workflows within Wealthbox that help advisors better manage client onboarding, meeting prep, prospect follow-ups, and more. Whether you’re new to workflows or looking to optimize your existing setup, you’ll see how these templates can improve team collaboration, ensure process consistency, and increase CRM adoption across your firm. Get a practical look at how to implement each one and customize it to fit your firm’s day-to-day operations.

This webinar will cover:

1. How to begin using workflows in Wealthbox with confidence
2. Five featured workflows every advisory team should consider
3. Tips for customizing workflows to fit your firm’s needs
4. How workflows can increase team efficiency and CRM engagement