recorded Webinar Workflows

Automating Wealth-Building Strategies with DataPoints + Wealthbox

Presented by

Join DataPoints and Wealthbox to learn how to guide your clients in adopting a wealth-building mindset using automated workflows in Wealthbox. Discover how aligning your clients’ behaviors with the self-made affluent mindset in The Millionaire Next Door can help them transform income into wealth.

This webinar will cover:

  1. An overview of Workflow Libraries in Wealthbox
  2. How to use automated workflows to guide clients through their wealth-building journey
  3. Strategies for integrating mindset coaching into financial planning
  4. Getting started with DataPoint’s Millionaire Next Door Coaching Workflow in Wealthbox

Speakers

Sarah Fallaw

President

DataPoints

Chris Kopanski

Head of Customer Education

Wealthbox

“With the DataPoints integration with Wealthbox, advisors can easily add the psychology of financial planning to workflows and communication, thereby personalizing each client interaction based on investor personality, money attitudes, and client money scripts.”

Sarah Stanley Fallaw

Founder & President at DataPoints

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