Expediting Client Prospecting and Onboarding with Smartdata + Wealthbox

Prospecting is one of the most critical—and often overlooked—parts of the client journey. This webinar will explore where advisors commonly fall short and how to implement practical solutions that accelerate prospecting without sacrificing compliance or best practices. Join Smartdata and Wealthbox to learn how the enhanced integration helps advisors streamline prospecting, capture key data early, and create a consistent, repeatable process to grow their business efficiently.

This webinar will cover:

1. The biggest challenges advisors face when prospecting new clients
2. Proven best practices for improving prospecting workflows and avoiding common pitfalls
3. How to reduce the time between engagement and the first meeting while ensuring compliance standards are met
4. How the Smartdata + Wealthbox integration enables faster, smarter, and more consistent prospecting