Upcoming Webinars
Join Wealthbox experts and our partners for integration demos, best practice advice, and industry insights.
Best Practices
Driving Multigenerational Retention Through Estate Planning Strategies with FP Alpha + Wealthbox
May 27 @ 2:00 pm ET
Learn how estate planning can unlock long-term client loyalty and future growth. Discover how to deliver high-value insights with less effort. Join FP Alpha and Wealthbox for an engaging conversation on estate planning strategies that help advisors deepen relationships and retain assets across generations.
Integration Demos
How Advisors Use Flextract + Wealthbox to Simplify Data Gathering
May 28 @ 2:00 pm ET
Join us for a live webinar to see how advisors using Flextract and Wealthbox streamline client onboarding and eliminate the need for manual data entry.
Best Practices
Using Dashboards in Wealthbox to Make Better Business Decisions
May 29 @ 2:00 pm ET
Tracking the right metrics is essential for advisory firms aiming to grow efficiently and make informed decisions. Join us for a live webinar as we explore how firms of all sizes can harness CRM dashboards to gain greater visibility into business performance, improve client service, and support strategic planning. You’ll learn how to identify the most valuable data points for your practice, prioritize insights that matter, and apply proven techniques to turn your dashboard into a decision-making engine.
Best Practices
Using Wealthbox to Deliver an Exceptional Client Experience
June 3 @ 2:00 pm ET
Join Simplicity Ops and Wealthbox for a high-impact session designed for advisors who want to elevate their client experience. Learn how to set up your CRM to work for you—so you can walk into every client interaction fully prepared and two steps ahead. From streamlining operations to personalizing touchpoints, this webinar will help you turn great service into your firm’s competitive edge.
Workflows
Boost Practice Efficiency with Wealthbox Workflows
June 4 @ 2:00 pm ET
Discover how to improve team collaboration and deliver consistent client experiences with the power of workflows in Wealthbox. In the first of this 3-part series, we’ll explore how structured processes can reduce manual effort, increase accountability, and ensure nothing falls through the cracks. Whether new to workflows or looking to optimize existing ones, this session will provide actionable insights to help your advisory practice run more efficiently.
Best Practices
Practical Advisor AI: Current Tools and Future Trends with Jump + Wealthbox
June 5 @ 2:00 pm ET
Join Jump and Wealthbox to learn how AI is transforming the advisor-client relationship, enhancing productivity, and shaping the future of wealth management. This high-level discussion will explore actionable ways AI can strengthen relationships, streamline operations, and scale your practice, without losing the personal touch.
Best Practices
Expediting Client Prospecting with Smartdata + Wealthbox
June 10 @ 2:00 pm ET
Prospecting is one of the most critical—and often overlooked—parts of the client journey. This webinar will explore where advisors commonly fall short and how to implement practical solutions that accelerate prospecting without sacrificing compliance or best practices. Join Smartdata and Wealthbox to learn how the enhanced integration helps advisors streamline prospecting, capture key data early, and create a consistent, repeatable process to grow their business efficiently.
Workflows
Designing Workflows That Work for Your Team
June 11 @ 2:00 pm ET
In Part 1, we explored what workflows are and how they help advisory firms streamline operations. In this session, we’ll take it a step further with best practices for designing and integrating workflows that align with your team’s unique processes. Learn how to build flexible, scalable workflows that drive efficiency, accountability, and client satisfaction.
Best Practices
College Reimbursement Strategies with BackNine + Wealthbox
June 12 @ 2:00 pm ET
Paying for college is one of the biggest financial concerns for many families, and advisors have an opportunity to guide clients through smart, strategic reimbursement options using life insurance. In this webinar, we’ll explore how to incorporate college reimbursement into your planning conversations and how BackNine’s insurance solutions, integrated with Wealthbox, make it simple to take action.
Integration Demos
How Advisors Use TradePMR and Wealthbox for Streamlined Account Management
June 17 @ 2:00 pm ET
Join us for a live webinar to see how advisors using TradePMR and Wealthbox streamline workflows and simplify client account management.
Workflows
5 Featured Workflows for Advisors in Wealthbox
June 18 @ 2:00 pm ET
In this webinar, we’ll walk through five purpose-built workflows within Wealthbox that help advisors better manage client onboarding, meeting prep, prospect follow-ups, and more. Whether you're new to workflows or looking to optimize your existing setup, you'll see how these templates can improve team collaboration, ensure process consistency, and increase CRM adoption across your firm. Get a practical look at how to implement each one and customize it to fit your firm’s day-to-day operations.
Best Practices
Turning Leads into Growth with SmartAsset and Wealthbox
June 25 @ 2:00 pm ET
Discover how top-performing advisory firms use SmartAsset and Wealthbox to capture, manage, and convert qualified leads. Learn proven strategies for nurturing prospects and turning them into long-term clients. Join SmartAsset and Wealthbox for a conversation on lead management best practices...
Recorded Webinars
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