Boost Practice Efficiency with Wealthbox Workflows

Discover how to improve team collaboration and deliver consistent client experiences with the power of workflows in Wealthbox. In the first of this 3-part series, we’ll explore how structured processes can reduce manual effort, increase accountability, and ensure nothing falls through the cracks. Whether new to workflows or looking to optimize existing ones, this session will provide actionable insights to help your advisory practice run more efficiently.

This webinar will cover:

1. What workflows are and why they matter for advisory firms
2. Best practices for implementing workflows in Wealthbox
3. How to use workflows to automate routine tasks
4. Real-life examples of workflows that boost efficiency