Recorded Webinar
Best Practices

From Data to Decisions with Simplicity Ops + Wealthbox

PRESENTED BY
+

ABOUT THIS WEBINAR

Your CRM is more than a database; it’s a decision-making engine. Join Simplicity Ops and Wealthbox to learn how advisory firms can leverage CRM reporting and operational metrics to uncover capacity, eliminate bottlenecks, and drive growth. Discover how to turn Wealthbox data into actionable insights that strengthen operations and support smarter business decisions.

This webinar will cover

  1. 1 Tracking key revenue and operational indicators directly in Wealthbox
  2. 2 Identifying friction points before they impact client experience
  3. 3 Using workflow visibility and task ownership to keep work moving
  4. 4 Building a KPI dashboard to monitor firm performance and support growth

SPEAKERS

Kate Guillen

Kate Guillen

Founder & Lead Coach

Simplicity Ops

Chris Kopanski

Chris Kopanski

Head of Customer Education

Wealthbox

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