Live Webinar
Integration Demos
Building a Better Advisor Workflow with Wealthbox
Thursday, September 24, 2026 @ 2:00 PM ET
PRESENTED BY
ABOUT THIS WEBINAR
Join Iron Point and Wealthbox for a practical look at why Iron Point selected Wealthbox, how advisors are using the platform in their day-to-day work, and the features that can help teams stay organized, connected, and focused on their clients.
You’ll hear directly from the Iron Point home office about what they were looking for in a CRM and from a Wealthbox power user about how the platform fits into their practice. We’ll also take you inside Wealthbox for a live demo of the features and workflows available to Iron Point advisors.
You’ll hear directly from the Iron Point home office about what they were looking for in a CRM and from a Wealthbox power user about how the platform fits into their practice. We’ll also take you inside Wealthbox for a live demo of the features and workflows available to Iron Point advisors.
WHAT WE'LL COVER
- 1 Why the Iron Point home office selected Wealthbox for its advisors
- 2 How an Iron Point advisor uses Wealthbox to manage their day-to-day practice
- 3 How Wealthbox helps advisors organize client relationships, activities, and follow-up
- 4 Which Wealthbox features can have the biggest impact on an advisor’s daily workflow
- 5 Tips and best practices for getting more value out of Wealthbox
SPEAKERS
Mike Kroener
Vice President Enterprise Sales
Wealthbox
Jakob Hollingshaus
Financial Advisor
Iron Point Advisors
Ashley Brand
Advisor Relations Lead
Iron Point Advisors
Abby Ronnebeck
Chief Brand & Culture Officer
Iron Point Advisors