Live Webinar
Best Practices
From Manual to Modern RIA Workflows That Work Smarter
Wednesday, September 30, 2026 @ 2:00 PM ET
PRESENTED BY
+
ABOUT THIS WEBINAR
Paper checks, emailed forms, spreadsheet reminders, and manual follow-up can create unnecessary work for advisors and their teams. Join Wealthbox and AdvicePay to see how firms can connect client records, billing, and follow-up in a more streamlined digital workflow that saves time, reduces repetitive admin, and creates a more modern client experience.
WHAT WE'LL COVER
- 1 How to replace manual billing and administrative processes with more efficient digital workflows
- 2 How AdvicePay and Wealthbox work together to keep client records, billing, and follow-up connected
- 3 Ways to reduce repetitive tasks and create more consistent processes across the client relationship
- 4 How a connected tech stack can save staff time while creating a smoother experience for clients
SPEAKERS
Christian Kirchoff
Team Lead of Customer Success
Wealthbox
Jesse Hoffmann
Account Executive
AdvicePay
“The AdvicePay integration with Wealthbox simplifies and streamlines the billing process for advisors, saving valuable time so that advisors can get paid more quickly.”
