Presented by
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:
Speakers
Head of Customer Education
Wealthbox
Director of Business Development
Wealthbox