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

Make Every Annual Review More Meaningful

September 16 @ 2:00 pm ET

Annual reviews should do more than recap what’s already happened. Join Wealthbox and RightCapital to see how advisors can prepare for more productive client conversations by bringing financial plan updates together with the context, organization, and follow-through needed to keep planning moving forward.

BEST PRACTICES

Building a More Connected Advisor Workflow

September 17 @ 2:00 pm ET

A smooth client experience starts with connected systems behind the scenes. But when client information lives across multiple platforms, onboarding and account opening can create duplicate work, extra steps, and unnecessary back-and-forth for advisory teams.

BEST PRACTICES

Catching Money in Motion Before Your Competitors

September 22 @ 2:00 pm ET

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.

INTEGRATION DEMOS

A Smarter Way to Open and Fund Client Accounts

September 23 @ 2:00 pm ET

Account opening starts with client information that already lives in the CRM. Now, Wealthbox and Dispatch are making it easier for advisors to put that information to work.

PRODUCT UPDATES

Wealthbox + Claude: A New Way to Work With Your CRM Data

September 28 @ 2:00 pm ET

Wealthbox is a launch partner for Claude for Financial Advisors, giving financial advisors a new way to put the client and practice data they’ve built in Wealthbox to work with AI.

BEST PRACTICES

The Modern Onboarding Workflow: From First Contact to Funded Account

September 29 @ 2:00 pm ET

Client onboarding involves a lot of moving pieces, from gathering information and opening accounts to assigning tasks and keeping the process moving forward. When those steps are spread across forms, emails, spreadsheets, and other systems, it can create extra work for teams and make it harder to deliver a consistent experience.

BEST PRACTICES

From Manual to Modern RIA Workflows That Work Smarter

September 30 @ 2:00 pm ET

Paper checks, emailed forms, spreadsheet reminders, and manual follow-up can create unnecessary work for advisors and their teams. Join Wealthbox and AdvicePay to see how firms can connect client records, billing, and follow-up in a more streamlined digital workflow that saves time, reduces repetitive admin, and creates a more modern client experience.

PRODUCT UPDATES

Meet Wealthbox AI Agents: AI That Works While You Work

October 8 @ 2:00 pm ET

AI in Wealthbox is taking its next step. Join Wealthbox for a first look at AI Agents, a new way for Wealthbox AI to proactively monitor client activity, identify what needs attention, and take action across the CRM.

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INTEGRATION DEMOS

25 min

10 Wealthbox AI Prompts Every Advisor Should Know

Recorded Jul 2026