How Silvertree Wealth Partners Uses Wealthbox to Drive Growth

Discover how Silvertree Wealth Partners leverages Wealthbox to power team productivity, enhance the client experience, and support firm growth. In this webinar, Managing Partner Ali walks through their decision to switch CRMs, the seamless onboarding process, and how her team quickly became power users of Wealthbox. From using tags to personalize service, to implementing time-saving templates and task automations, Ali shares practical examples of how Wealthbox supports both operational efficiency and client delight. Whether you’re evaluating CRM options or looking to optimize your current setup, this conversation offers valuable insight from a thriving advisory firm that made the leap.

This webinar will cover:

1. What motivated Silvertree Wealth Partners to switch CRMs
2. How Wealthbox simplifies team onboarding and day-to-day operations
3. Features that boost collaboration, efficiency, and client engagement
4. Why Wealthbox is a growth driver for advisory firms