Wealthbox Webinars

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Join Wealthbox experts and integration partners for live demos, best practices, and CE-eligible sessions for financial advisors.

BEST PRACTICES

AI 101 for Financial Advisors: Understanding the Technology and What’s Possible

November 9 @ 2:00 pm ET

This introductory session will break down the fundamentals of AI, explain key concepts and terminology, and explore how AI tools are evolving from simple chat experiences to assistants and agents that help advisors get work done.

PRODUCT UPDATES

Wealthbox AI Notetaker: From Meeting Conversations to CRM Action

November 10 @ 2:00 pm ET

This session will explore how Wealthbox AI Notetaker helps advisors capture client conversations, generate meeting summaries, and turn important details into actionable next steps, all within their CRM.

PRODUCT UPDATES

Wealthbox AI Assistant & Playbooks: Work Smarter With AI in Your CRM

November 11 @ 2:00 pm ET

This session will demonstrate how advisors can use natural language to interact with their CRM, get answers, take action, and create reusable Playbooks that simplify everyday workflows.

PRODUCT UPDATES

Wealthbox AI Agents: AI That Works For You

November 12 @ 2:00 pm ET

This session will introduce Wealthbox AI Agents and explore how advisors can use them to automate recurring activities, stay on top of client needs, and reduce manual work throughout the day.

PRODUCT UPDATES

Wealthbox Vault: Smarter Document Management With AI

November 13 @ 2:00 pm ET

Your client records and client documents shouldn't live in two different places. Join Wealthbox for a live webinar introducing Vault, a new file storage add-on that brings advanced document management and compliance capabilities directly into Wealthbox.

BEST PRACTICES

Preparing Your Advisory Firm for AI-Powered Workflows

November 16 @ 2:00 pm ET

AI is creating new opportunities for financial advisory firms to work smarter, automate processes, and improve client service. But getting the most out of AI starts with having the right foundation in place.

CONTINUING EDUCATION 1 CFP® CE

Rethinking Monte Carlo Results for Better Client Conversations (CFP® CE)

November 17 @ 2:00 pm ET

Join us for this month’s webinar and learn how to adapt the Monte Carlo analysis, making it more useful and tangible for clients. Advisors will learn practical conversation tips and approaches for working with clients and begin to think about the Monte Carlo analysis in a new light.

WORKFLOWS

Streamline Client Review Meetings with Wealthbox and Betterment Advisor Solutions

November 18 @ 2:00 pm ET

Client review meetings are an important opportunity to strengthen relationships, discuss financial goals, and identify next steps. Having a consistent process in place helps advisors stay organized and ensure nothing falls through the cracks.

BEST PRACTICES

Enhancing Client Understanding Through Visual Planning Tools with Asset-Map + Wealthbox

November 24 @ 2:00 pm ET

Clients make better decisions when they can clearly see their full financial picture. This webinar explores how visual planning tools help advisors simplify complex conversations and improve client understanding. Learn how Asset-Map and Wealthbox work together to reinforce insights, capture next steps, and keep client communication consistent.

INTEGRATION DEMOS

Wealthbox + Holistiplan: Smarter Tax Planning with AI

November 30 @ 2:00 pm ET

Wealthbox and Holistiplan are making it easier for financial advisors to access tax planning information and take action directly from their CRM.

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PRODUCT UPDATES

59 min

Sudden Health Events: Helping Clients Navigate Aging-Parent Caregiving Choices (CFP® CE)

Recorded Oct 2026