How Today’s Client Experience Drives Tomorrow’s Referrals with Betterment and Wealthbox

The client experience doesn’t begin at the first review meeting—it begins the moment a prospect becomes a client. Firms that treat onboarding as more than a checklist create stronger relationships, build trust faster, and lay the foundation for long-term referrals and retention.

Join Wealthbox and Betterment to learn how a thoughtful onboarding experience can become a competitive advantage for your firm. We’ll share best practices for personalizing every client interaction, creating a seamless digital experience, and building repeatable workflows that help clients feel confident from day one.

This webinar will cover:

1. Why onboarding is one of the most important opportunities to build trust and inspire referrals
2. Best practices for creating a personalized onboarding experience with Wealthbox
3. How to capture and organize client preferences, communication styles, and key life details
4. How to build repeatable onboarding workflows that improve consistency as your firm grows