Live Webinar Ended
Best Practices
Building a Proactive Advisory Firm with CircleBlack + Wealthbox
Tuesday, March 10, 2026 @ 2:00 PM ET
PRESENTED BY
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ABOUT THIS WEBINAR
Advisors have more client data than ever, but many firms struggle to turn insights into meaningful action. Join CircleBlack and Wealthbox to learn how integrating portfolio reporting with CRM workflows can power proactive outreach, smarter segmentation, and more intentional service models. Discover how connected systems help transform raw information into scalable, repeatable growth strategies.
This webinar will cover
- 1 Why most firms underutilize portfolio data
- 2 Turning reporting insights into proactive client outreach
- 3 Building smarter segmentation and service tiers
- 4 How integrated reporting and CRM systems make data-driven execution scalable
SPEAKERS
Michael Gomulka
Director of Sales
CircleBlack
Andrew Ladwig
Director of Business Development
Wealthbox
“We are excited to partner with Wealthbox and seamlessly integrate their CRM solution into the CircleBlack Advisor Technology platform. Adding Wealthbox is an important addition as it aligns well with our end goal to enhance and simplify the advisor experience.”
