Live Webinar
Workflows
Streamline Client Review Meetings with Wealthbox and Betterment Advisor Solutions
Wednesday, November 18, 2026 @ 2:00 PM ET
PRESENTED BY
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ABOUT THIS WEBINAR
Client review meetings are an important opportunity to strengthen relationships, discuss financial goals, and identify next steps. Having a consistent process in place helps advisors stay organized and ensure nothing falls through the cracks.
Join Wealthbox and Betterment Advisor Solutions for a live Workflow webinar showcasing the Review Meeting Workflow in Wealthbox. We’ll demonstrate how advisors can use client account information from Betterment Advisor Solutions to prepare for meetings, document conversations, and manage follow-up activities, all within Wealthbox.
Join Wealthbox and Betterment Advisor Solutions for a live Workflow webinar showcasing the Review Meeting Workflow in Wealthbox. We’ll demonstrate how advisors can use client account information from Betterment Advisor Solutions to prepare for meetings, document conversations, and manage follow-up activities, all within Wealthbox.
WHAT WE'LL COVER
- 1 Preparing for client review meetings using Betterment Advisor Solutions account details, positions, and transactions directly from the Wealthbox Contact Record.
- 2 Following a structured Review Meeting Workflow to create a consistent process for every client meeting.
- 3 Capturing important meeting details and discussion points using structured notes in Wealthbox.
- 4 Creating and assigning follow-up tasks to keep next steps organized and on track.
- 5 Streamlining the review meeting process from preparation through follow-up using Wealthbox and Betterment Advisor Solutions.
SPEAKERS
Sammi Gewirtz
Product Manager, Advisor Solutions
Betterment
Chris Kopanski
Head of Customer Education
Wealthbox
“We’re always looking for ways to automate back-office activities for our firm so we can spend more time with clients. The Betterment for Advisors integration helps us be more efficient by providing account information inside Wealthbox.”
