live Webinar Best Practices

Best Practices to Enhance Client Onboarding with Asset-Map and Wealthbox

Thursday, Oct 16, 2025 at 2:00 PM ET

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Presented by

Join Wealthbox and Asset-Map for an exclusive webinar on streamlining client onboarding with workflows. Learn best practices for guiding new clients through a structured onboarding process to improve efficiency. See how automation can help advisors stay organized, reduce manual work, and deliver exceptional service from day one.

This webinar will cover:

  1. Best practices for an efficient and engaging client onboarding experience.
  2. How structured workflows can simplify onboarding and advice delivery.
  3. Ways to use automation to stay organized and reduce administrative work.
  4. How to use Asset-Map’s Client Onboarding workflow in Wealthbox.

 

Speakers

Alison Susko

VP of Community

Asset-Map

Chris Kopanski

Head of Customer Education

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