Live Webinar
Best Practices
Enhancing Client Understanding Through Visual Planning Tools with Asset-Map + Wealthbox
Thursday, October 22, 2026 @ 2:00 PM ET
PRESENTED BY
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ABOUT THIS WEBINAR
Clients make better decisions when they can clearly see their full financial picture. This webinar explores how visual planning tools help advisors simplify complex conversations and improve client understanding. Learn how Asset-Map and Wealthbox work together to reinforce insights, capture next steps, and keep client communication consistent.
This webinar will cover
- 1 Using visual tools to explain cash flow, risk, and client goals
- 2 How Asset-Map simplifies complex financial information through intuitive illustrations
- 3 Capturing key discussions and next steps in Wealthbox for consistent follow-up
- 4 Improving client engagement while reducing confusion and decision paralysis
SPEAKER
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.”
