live Webinar Best Practices

Aligning Goals, Decisions, and Execution Across the Client Relationship with Asset-Map + Wealthbox

Tuesday, Feb 24, 2026 at 2:00 PM ET

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Presented by

Modern advisors play a broader role than ever, helping clients connect financial decisions to life goals and priorities. Join us for a live webinar on how Asset-Map and Wealthbox work together to support a life-planning approach—aligning goals, recommendations, and ongoing execution across the client relationship. Learn how visual planning and structured CRM workflows can strengthen trust, improve clarity, and support more meaningful, long-term engagement.

In this webinar, you’ll learn:

  1. How a life-planning framework helps advisors connect goals to financial decisions
  2. How Asset-Map supports clearer, more collaborative client conversations
  3. How Wealthbox helps track goals, follow-ups, and execution over time
  4. Ways to strengthen trust and consistency across the entire client relationship

Speakers

Alison Susko

VP of Community

Asset-Map

Jenna Ghibaudy

Product Specialist

Wealthbox

“Our integration partnership with Wealthbox addresses the increasing need for advisors to easily access client information at their fingertips to help them make good decisions and set new standards for the delivery of financial advice.”

Adam Holt

Founder and CEO of Asset-Map