live Webinar Best Practices

Enhancing Client Understanding Through Visual Planning Tools with Asset-Map + Wealthbox

Thursday, Oct 22, 2026 at 2:00 PM ET

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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.”

Adam Holt

Founder and CEO of Asset-Map