live Webinar Best Practices

Streamline Client Onboarding with RightCapital and Wealthbox

Thursday, Dec 11, 2025 at 2:00 PM ET

Sign Up Now

Presented by

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

 

Speakers

Chi Lam CFP® ChFC® RICP®

Sales Executive Manager

RightCapital

Chris Kopanski

Head of Customer Education

Wealthbox

“We are excited about our integration with Wealthbox CRM. Wealthbox is an increasingly popular CRM solution and its intuitive design combined with RightCapital’s robust financial and tax-planning capability is a powerful combination.”

Shuang Chen

CEO, RightCapital