Recorded Webinar
Workflows

Delivering Impactful Annual Reviews with Asset-Map + Wealthbox

PRESENTED BY
+

ABOUT THIS WEBINAR

Annual reviews don’t have to feel like a formality. Join Asset-Map and Wealthbox to learn how to turn these meetings into proactive, personalized planning sessions. Discover how to uncover gaps and priorities using Asset-Map visually. See how Wealthbox Workflows and CRM data keep you on track to identify opportunities and reinforce your value.

This webinar will cover

  1. 1 An overview of Workflow Libraries in Wealthbox
  2. 2 How to run more effective annual reviews with Asset-Map
  3. 3 Using Wealthbox to track opportunities and household data
  4. 4 Getting started with the Asset-Map Annual Review + Opportunity Identification Workflow in Wealthbox

SPEAKERS

Alison Susko

Alison Susko

VP of Community

Asset-Map

Chris Kopanski

Chris Kopanski

Head of Customer Education

Wealthbox

“Our integration partnership with Wealthbox addresses the increasing need for advisors to easily access client information at their fingertips to help them make good decisions and set new standards for the delivery of financial advice.”
Adam Holt

Adam Holt

Founder and CEO of Asset-Map

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