The Advisor Transition Playbook with Docupace + Wealthbox

Join Docupace and Wealthbox for this webinar to learn how firms can create a more organized and scalable advisor transition process without losing momentum with clients along the way. With more than 105,000 financial advisors projected to retire within the next decade, firms need transition workflows that protect relationships, reduce operational friction, and keep clients engaged throughout the handoff process.

In this webinar, we’ll cover best practices for managing advisor transitions using Docupace’s concierge-supported transition services alongside Wealthbox workflows and pipeline tracking to create visibility across every stage of the client transition journey.

This webinar will cover:

1. Best practices for managing advisor transitions and client handoffs at scale
2. Common operational challenges firms face during repapering and onboarding transitions
3. How Docupace supports firms through concierge-guided transition workflows
4. Ways firms can use Wealthbox pipelines to track client status, outstanding documents, and ownership throughout the transition process