Upcoming Webinars
Join Wealthbox experts and our partners for integration demos, best practice advice, and industry insights.
Best Practices
The Psychology of Visual Financial Planning
June 2 @ 2:00 pm ET
Financial planning conversations are more effective when clients can clearly see and understand their financial picture. Join Asset-Map + Wealthbox for a webinar exploring the psychology behind visual financial planning and why visual experiences can improve client engagement, understanding, and decision-making compared to traditional written plans.
In this webinar, we’ll discuss how advisors can simplify complex financial conversations through visual planning experiences that help clients retain information, stay engaged, and take action with greater confidence.
Best Practices
Onboarding Done Right: From First Conversation to Funded Account
June 3 @ 2:00 pm ET
Join Stratifi and Wealthbox for this webinar to learn how advisory firms can modernize the onboarding journey from the first client conversation through a funded, fully documented account. Today, onboarding often happens across disconnected systems, creating duplicate data entry, operational friction, and slower client experiences.
In this webinar, we’ll cover best practices for building a connected onboarding workflow that flows directly into your CRM while using AI and automation to reduce manual work along the way.
Best Practices
The Modern Planning Meeting with RightCapital + Wealthbox
June 4 @ 2:00 pm ET
Join RightCapital and Wealthbox for this webinar to learn how advisory firms can modernize the planning meeting experience from the first client conversation through a completed financial plan update. While the client meeting is often the most important moment in the relationship, the preparation, documentation, and follow-up work surrounding it can consume even more time.
In this webinar, we’ll cover best practices for creating a connected planning workflow using Wealthbox and RightCapital to streamline meeting prep, capture conversations automatically, and accelerate plan updates with less manual work.
Recorded Webinars
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