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

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