Recorded Webinar
Best Practices

Deliver Personalized Advisor Experiences with AdvicePay + Wealthbox

PRESENTED BY
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ABOUT THIS WEBINAR

Home offices are finding new ways to support advisors in delivering personalized, compliant client experiences, without creating extra overhead. Join AdvicePay and Wealthbox for a best practices webinar exploring how tech-enabled processes, integrated systems, and thoughtful automation can help firms scale support and strengthen advisor relationships.

This webinar will cover

  1. 1 Why personalized advisor experiences matter and how home offices can support them efficiently
  2. 2 Best practices for using CRM data in Wealthbox to tailor advisor support, onboarding, and communications
  3. 3 How centralized workflows and payment systems simplify compliance and reduce administrative burden
  4. 4 Tips for using integrations like AdvicePay + Wealthbox to reduce friction in the advisor-client journey

 

SPEAKERS

Jesse Hoffmann

Jesse Hoffmann

Account Executive

AdvicePay

Chris Kopanski

Chris Kopanski

Head of Customer Education

Wealthbox

“The AdvicePay integration with Wealthbox simplifies and streamlines the billing process for advisors, saving valuable time so that advisors can get paid more quickly.”
Alan Moore

Alan Moore

CEO of AdvicePay

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