Upcoming Webinars
Join Wealthbox experts and our partners for integration demos, best practice advice, and industry insights.
Continuing Education
Understanding Transference in Financial Planning Relationships (CFP® CE)
April 7 @ 2:00 pm ET
Every client relationship is shaped by more than just financial decisions. Emotions, past experiences, and unconscious patterns often play a bigger role than expected.
In this session, we’ll explore how transference shows up in advisor-client relationships and how to recognize it in real time. You’ll learn how these dynamics can influence communication, trust, and decision-making, along with practical ways to navigate them more effectively.
Best Practices
Dynamic Client Discovery with PreciseFP + Wealthbox
April 8 @ 2:00 pm ET
Discovery is no longer a one-time event. Today’s clients expect more than static forms and one-off conversations. In this webinar, we’ll explore how advisors can move beyond traditional fact finds and create a more dynamic, ongoing discovery process. Join PreciseFP and Wealthbox to learn how to turn data collection into meaningful conversations, keep insights evolving over time, and strengthen your role as a strategic partner.
Continuing Education
Estate Planning Through Life’s Milestones (CFP® CE)
April 14 @ 2:00 pm ET
Major life events often create urgent estate planning needs—yet many clients delay taking action. This session helps advisors identify planning gaps during key transitions like marriage, parenthood, and inheritance, and provides practical strategies to overcome procrastination while guiding clear, confident conversations around guardianship, decision-makers, healthcare wishes, and emotional readiness.
Best Practices
Modernizing Estate Planning with Wealth.com + Wealthbox
April 15 @ 2:00 pm ET
Estate planning is no longer a one-time document. It’s becoming a core part of ongoing, holistic advice. In this webinar, we’ll explore how advisors can move beyond static estate plans and make them an active, evolving part of their client relationships. Join Wealth.com and Wealthbox to learn how integrating estate planning into your CRM helps you track progress, respond to life events, and keep plans up to date over time.
Best Practices
Turning Time Into Growth with VRGL + Wealthbox
April 16 @ 2:00 pm ET
Time is one of the most valuable assets in your practice, but how it’s spent can either drive growth or hold it back. As expectations rise, growth is not about doing more. It is about focusing on the work that matters most. Join VRGL and Wealthbox to learn how to create more efficient workflows, prepare for better client conversations, and use technology to free up time for higher-value activities that move your business forward.
Best Practices
From Data to Relationships with Bento Engine + Wealthbox
April 21 @ 2:00 pm ET
Most CRMs are full of data, but few are truly driving client engagement. In this webinar, Bento Engine and Wealthbox will explore how advisors can turn their CRM into an active part of the client experience by combining structured data with consistent, value-driven communication. Learn how to move beyond simply storing information and start using it to build stronger, more meaningful relationships. We’ll show how the right approach to content and CRM can help you stay top of mind, engage clients consistently, and get more value from the systems you already use.
Product Updates
5 Wealthbox Configurations Power Users Love
April 22 @ 2:00 pm ET
The most effective Wealthbox users are not just using features. They are configuring their CRM to match how their firm actually operates. In this webinar, we’ll walk through five practical configurations that help teams stay organized, improve visibility, and keep work moving without extra effort. From client reviews to compliance tracking, you’ll see how small setup changes can make a big impact on your day-to-day workflows. Whether you are looking to streamline operations, stay on top of key milestones, or get more out of your data, this session will give you ideas you can put into practice right away.
Best Practices
Elevating the Client Experience with Max + Wealthbox
April 23 @ 2:00 pm ET
Today’s clients expect advice that goes beyond investments. A complete view of their balance sheet, including cash, is becoming essential to delivering a better client experience. Join Max and Wealthbox to learn how to bring balance sheet conversations into your CRM, stay proactive, and deliver more value at every touchpoint. We’ll show how integrating cash management into your process helps create a more complete, client-first experience while strengthening your role as a trusted advisor.
Recorded Webinars
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