Live Webinar Ended
Best Practices
Reducing Risk Through Better Discovery and Documentation with PreciseFP + Wealthbox
Thursday, July 23, 2026 @ 2:00 PM ET
PRESENTED BY
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ABOUT THIS WEBINAR
Strong discovery and documentation practices are the foundation of a compliant, defensible planning process. This webinar will explore how advisors can reduce risk by capturing complete, structured client data and maintaining clear records of planning decisions. Learn how PreciseFP and Wealthbox work together to support consistent documentation and long-term compliance.
This webinar will cover
- 1 Best practices for compliant and thorough client discovery
- 2 Using PreciseFP to ensure forms and questionnaires are complete and accurate
- 3 Creating documentation workflows that protect both the advisor and the client
- 4 How structured data reduces planning errors and compliance risk
SPEAKER
Chris Kopanski
Head of Customer Education
Wealthbox