live Webinar Best Practices

Modern Online Presence Essentials for Advisors with Levitate + Wealthbox

Thursday, Feb 19, 2026 at 2:00 PM ET

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Today’s prospects expect advisors to show up online with clarity, consistency, and relevance. Join us for a live webinar on the core elements of a modern online presence—and how advisors can manage those efforts efficiently using Levitate and Wealthbox together. Learn how to combine personalized digital communication with organized CRM workflows to stay visible, responsive, and professional across every stage of the client journey.

In this webinar, you’ll learn:

  1. What prospects expect from an advisor’s online presence today
  2. How personalized digital communication supports trust and engagement
  3. How Levitate helps advisors deliver timely, relevant outreach at scale
  4. How Wealthbox keeps contacts, follow-ups, and engagement organized in one system

Speakers

Katie Coleman

Marketing Specialist

Levitate

Chris Kopanski

Head of Customer Education

Wealthbox

“Using state-of-the-art technology to improve client relationships for financial advisors is a core of what both Levitate and Wealthbox do, and this partnership helps further that mission. With key facts and information now being automatically updated between to the two platforms, our mutual customers will be able to focus on forming and nurturing relationships – the foundation of success for any financial advisor.”

Nancy Slane

VP of Product Experience