Live Webinar
Best Practices
Catching Money in Motion Before Your Competitors
Tuesday, September 22, 2026 @ 2:00 PM ET
PRESENTED BY
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ABOUT THIS WEBINAR
The best opportunities often come down to timing. A business sale, job change, inheritance, or other major life event can signal an important financial moment, but if advisors don’t know it’s happening, the opportunity to start a conversation can quickly pass.
Join WealthFeed and Wealthbox for a practical look at how advisors can identify money-in-motion signals and turn them into timely, actionable outreach. We’ll explore how WealthFeed can surface relevant life and financial events and bring those insights into Wealthbox, helping advisors prioritize opportunities, organize follow-up, and reach the right people while the moment is still fresh.
Join WealthFeed and Wealthbox for a practical look at how advisors can identify money-in-motion signals and turn them into timely, actionable outreach. We’ll explore how WealthFeed can surface relevant life and financial events and bring those insights into Wealthbox, helping advisors prioritize opportunities, organize follow-up, and reach the right people while the moment is still fresh.
WHAT WE'LL COVER
- 1 Identify life events and other signals that can indicate money in motion
- 2 Bring timely prospect and client insights into your CRM
- 3 Prioritize outreach based on relevant opportunities and events
- 4 Create more consistent follow-up around money-in-motion signals
- 5 Turn timely intelligence into meaningful conversations and potential growth
SPEAKERS
Ryan Folts
Co-Founder and Head of Sales
WealthFeed
Chris Kopanski
Head of Customer Education
Wealthbox
“WealthFeed’s integration with Wealthbox is a game changer for my firm’s business development.”
