Recorded Webinar
Best Practices

Streamline Client Onboarding with RightCapital and Wealthbox

PRESENTED BY
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ABOUT THIS WEBINAR

Join Wealthbox and RightCapital for an exclusive webinar on optimizing client onboarding workflows. Learn best practices for efficiently guiding new clients through onboarding while seamlessly integrating financial planning. Discover how structured workflows can help advisors save time, stay organized, and enhance client relationships from the start.

This webinar will cover

  1. 1 Best practices for streamlining client onboarding.
  2. 2 How structured workflows can improve efficiency and client engagement.
  3. 3 Ways to integrate financial planning into the onboarding process.
  4. 4 How to leverage RightCapital’s Client Onboarding workflow in Wealthbox.

 

SPEAKERS

Chi Lam CFP® ChFC® RICP®

Chi Lam CFP® ChFC® RICP®

Sales Executive Manager

RightCapital

Chris Kopanski

Chris Kopanski

Head of Customer Education

Wealthbox

“We’re excited to launch this expanded integration with Wealthbox to bring RightCapital Notes and Tasks directly into the Wealthbox platform.”
Dain Runestad

Dain Runestad

SVP, Product at RightCapital

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