Live Webinar
Best Practices
Show, Don’t Tell: Why Quantitative Proposals Win More Business
Wednesday, August 12, 2026 @ 2:00 PM ET
PRESENTED BY
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ABOUT THIS WEBINAR
When prospects are evaluating multiple advisors, simply saying you provide comprehensive planning isn’t always enough. The firms that stand out are the ones that clearly demonstrate the value of their recommendations with objective, data-driven comparisons.
Join VRGL and Wealthbox to learn how quantitative proposals can help advisors communicate investment recommendations more effectively, differentiate their services, and build confidence throughout the sales process.
In this webinar, you'll learn how to
- 1 Communicate your value with clear, data-driven proposals
- 2 Differentiate your recommendations using performance, risk, diversification, taxes, and fees
- 3 Build a more consistent proposal process that inspires client confidence
- 4 Manage every prospect and opportunity from proposal to close with Wealthbox
SPEAKERS
Todd Buck
Head of Sales
VRGL
Chris Kopanski
Head of Customer Education
Wealthbox
“VRGL is excited to partner with Wealthbox, enabling a seamless connection between client records and profile creation to simplify information management for advisors.”
