Recorded Webinar
Best Practices

Keeping Financial Plans Relevant as Clients’ Lives Change with MoneyGuide Pro and Wealthbox

PRESENTED BY
+

ABOUT THIS WEBINAR

A financial plan shouldn’t be a one-time deliverable; it should evolve alongside your clients. Yet many firms spend significant time creating a comprehensive plan during onboarding, only to revisit it infrequently as circumstances change.

Join Wealthbox and MoneyGuidePro to learn how to build a more proactive planning process that keeps financial plans current and client relationships engaged. 

This webinar will cover

  1. 1 Why ongoing plan maintenance strengthens client relationships and long-term engagement
  2. 2 How to use Wealthbox workflows, tasks, and reminders to create a consistent planning process
  3. 3 Ways to identify life events that signal it’s time to revisit a client’s financial plan
  4. 4 How a proactive review process can uncover new planning opportunities and demonstrate ongoing value

SPEAKERS

Caitlin Bayer

Caitlin Bayer

Senior Training Specialist

Envestnet | MoneyGuide

Chris Kopanski

Chris Kopanski

Head of Customer Education

Wealthbox

Upgrade to Wealthbox

Get a personalized demo of Wealthbox.

Book a Demo