How Advisors at Large RIAs Use Dashboards to Make Better Business Decisions

Thursday, Apr 18, 2024 at 2:00 PM ET

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Join us for a live webinar to discover essential dashboard data points for informed decision-making and learn how to prioritize them effectively. Explore techniques for using dashboard data to drive strategic decision-making processes and gain valuable insights into customization options tailored to your advisory practice. This webinar will cover:

  1. Identifying data points for making informed business decisions within large RIA firms and prioritizing them effectively.
  2. Implementing best practices for setting up Wealthbox dashboards to align precisely with the business goals and objectives of large firms.
  3. Exploring techniques tailored for large firms to leverage dashboard data effectively in driving strategic decision-making processes.
  4. Customizing dashboards to suit unique preferences and requirements, maximizing use for advisory practices.

Speakers

Jy Corbett

Managing Director

Wealthbox

Chris Kopanski

Sr. Product Specialist

Wealthbox