Upcoming Webinars
Join Wealthbox experts and our partners for integration demos, best practice advice, and industry insights.
Thought Leadership
Become the Go-To Retirement Plan Advisor in Your Market
August 4 @ 2:00 pm ET
Winning more retirement plan business takes more than experience. Join 401(k) Marketing and Wealthbox to learn how specialized positioning, consistent visibility, and a clear point of view help advisors stand out in a crowded market. See how retirement marketing helps advisors build their reputation while keeping every plan sponsor relationship and referral organized as their business grows.
Best Practices
10 Wealthbox AI Prompts Every Advisor Should Know
August 5 @ 2:00 pm ET
The best AI results don't come from asking better questions—they come from using the right prompts. Whether you're preparing for meetings, finding follow-up opportunities, updating client records, or organizing your day, a few well-crafted prompts can save hours each week.
Join Wealthbox for a walkthrough of 10 powerful Wealthbox AI prompts you can start using immediately. You'll see real examples, learn when to use each prompt, and discover how AI can help you spend less time searching for information and more time serving clients.
Best Practices
Connecting Every Stage of the Client Journey in Wealthbox
August 6 @ 2:00 pm ET
Every client relationship begins with a first impression, but delivering a consistently exceptional experience requires more than great conversations. As firms grow, it's easy for processes to become disconnected, creating inconsistent client experiences and making it harder for teams to stay aligned.
Join us to learn how to think beyond individual CRM features and design a connected client journey. We'll explore how workflows, task templates, notes, key data fields, reports, and automations work together to create a more consistent experience for both clients and your team.
Best Practices
Build a Better Discovery Process with PreciseFP + Wealthbox
August 11 @ 2:00 pm ET
A strong client experience starts with complete, accurate information. But when discovery, documentation, and follow-up are disconnected, important details can be missed, creating extra work for advisors and unnecessary compliance risk.
Join PreciseFP and Wealthbox to learn how to create a more consistent client onboarding and documentation process. We'll share best practices for capturing structured client information, maintaining complete records, and building repeatable workflows that help advisors stay organized while supporting long-term compliance.
Best Practices
Show, Don’t Tell: Why Quantitative Proposals Win More Business
August 12 @ 2:00 pm ET
When prospects are evaluating multiple advisors, simply saying you provide comprehensive planning isn't always enough. The firms that stand out are the ones that clearly demonstrate the value of their recommendations with objective, data-driven comparisons.
Join VRGL and Wealthbox to learn how quantitative proposals can help advisors communicate investment recommendations more effectively, differentiate their services, and build confidence throughout the sales process.
Best Practices
How CRM, Content, and Follow-Up Turn Attention Into Conversations
August 13 @ 2:00 pm ET
Today's prospects don't simply ask for referrals. They research advisors across websites, email, social media, search, and AI before ever reaching out. The firms that stand out are the ones that connect every interaction into one coordinated client engagement strategy.
Join Snappy Kraken and Wealthbox to explore new insights from the State of Digital & AI 2026 report and learn how connected marketing and CRM data can help advisors create more meaningful conversations, improve follow-up, and strengthen client relationships.
Best Practices
Balancing Compliance and Advisor Experience with CurrentClient + Wealthbox
August 18 @ 2:00 pm ET
Compliance leaders need confidence that advisor communications are documented, accessible, and compliant—but achieving that visibility shouldn't come at the expense of advisor adoption. The most effective firms build oversight through consistent processes and centralized records, not intrusive monitoring that creates friction.
Join CurrentClient and Wealthbox to learn how firms can create a compliance-friendly communication strategy that supports both regulatory requirements and the advisor experience. You'll see how centralized archiving, reporting, and CRM workflows work together to provide the visibility compliance teams need while allowing advisors to stay focused on serving clients.
Best Practices
Modernizing Estate Planning Reviews
August 19 @ 2:00 pm ET
For many firms, estate documents are collected, filed away, and rarely revisited. As clients' lives change, outdated wills, trusts, beneficiary designations, and powers of attorney can create unnecessary risk, and missed opportunities for advisors to deliver more proactive guidance.
Join Wealth.com and Wealthbox to learn how modern technology can transform estate documents from static files into actionable planning insights. You'll see how Wealth.com's Ester tool quickly extracts and summarizes key information from existing estate documents, helping advisors identify gaps, prepare for review meetings, and deliver more meaningful advice. Combined with Wealthbox, those insights become part of the client's ongoing relationship, creating a more connected planning experience.
Integration Demos
Streamlining Advisory Workflows with LPL ClientWorks + Wealthbox
August 20 @ 1:00 pm ET
Efficient client management is critical for growing advisory teams. This webinar will show how Wealthbox’s integration with LPL ClientWorks provides real-time, two-way syncing of account data, helping advisors reduce manual entry and maintain accurate records.
Best Practices
Turn Tax Season Into More Client Opportunities
August 26 @ 2:00 pm ET
Every tax return tells a story. Beyond preparing for annual reviews, tax data can help advisors uncover planning opportunities, identify held-away assets, and spark timely client conversations that strengthen relationships throughout the year.
Join Holistiplan and Wealthbox to learn how firms are using tax insights alongside their CRM to create more consistent outreach, prioritize follow-up, and turn seasonal activity into long-term growth. You'll see practical workflows that help advisors move seamlessly from tax analysis to client engagement without increasing administrative work.
Best Practices
Build Relationships Beyond the Primary Client
August 27 @ 2:00 pm ET
Strong client relationships don't stop with the primary account holder. As wealth transfers across generations, firms that build meaningful connections with spouses, adult children, and other family members are better positioned to retain assets and become trusted advisors for years to come.
Join Bento Engine and Wealthbox to learn how proactive, life event-driven communication can help advisors engage every generation of the household. You'll see how Bento Engine delivers timely, personalized content while Wealthbox keeps family relationships connected, organized, and visible in one CRM.
Recorded Webinars
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