live Webinar Best Practices

Elevating the Client Experience with Max + Wealthbox

Thursday, Apr 23, 2026 at 2:00 PM ET

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Today’s clients expect advice that goes beyond investments. A complete view of their balance sheet, including cash, is becoming essential to delivering a better client experience. Join Max and Wealthbox to learn how to bring balance sheet conversations into your CRM, stay proactive, and deliver more value at every touchpoint. We’ll show how integrating cash management into your process helps create a more complete, client-first experience while strengthening your role as a trusted advisor.

This webinar will cover:

  1. Why holistic balance sheet management is becoming a client expectation
  2. How high-yield cash strategies fit into broader financial planning
  3. Ways to incorporate balance sheet conversations into your workflows
  4. How to use your CRM to stay proactive and deliver a better client experience

Speakers

Michael Halloran

Head of Business Development

Max

Chris Kopanski

Head of Customer Education

Wealthbox

“With the Wealthbox integration, it's easy for advisors to help clients earn on their cash, while keeping safe in the client's own FDIC-insured accounts.”

Michael Halloran

Head of Business Development and Partnerships, Max