How Advisors Use Wealthbox + WEALTHAWK for Prospecting

Wednesday, Jul 24, 2024 at 2:00 PM ET

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Join us for a live webinar to see how advisors who use Wealthbox and WEALTHAWK can enhance their client acquisition and management processes with key prospecting insights. This webinar will cover:

  1. How WEALTHAWK targets individuals who have recently acquired investable assets and recognizes them as prime prospects for financial advisory services. 
  2. How Wealthbox’s “social CRM” product design allows advisors to collaborate as a team and manage client relationships like never before.
  3. How the integration allows advisors to engage with prospects, monitor interactions, and track their success within Wealthbox.  
  4. The benefits of the WEALTHAWK and Wealthbox integration and how to easily get started.


Ethan Lerner



Jenna Ghibaudy

Product Specialist