The Modern Planning Meeting with RightCapital + Wealthbox

Join RightCapital and Wealthbox for this webinar to learn how advisory firms can modernize the planning meeting experience from the first client conversation through a completed financial plan update. While the client meeting is often the most important moment in the relationship, the preparation, documentation, and follow-up work surrounding it can consume even more time.

In this webinar, we’ll cover best practices for creating a connected planning workflow using Wealthbox and RightCapital to streamline meeting prep, capture conversations automatically, and accelerate plan updates with less manual work.

This webinar will cover:

1. Best practices for preparing for client meetings using a complete client record and relationship history
2. How advisors can use Wealthbox AI Notetaker to automatically capture meeting conversations and follow-up details
3. Ways RightCapital’s Smart Import can extract planning data from transcripts and notes to reduce manual entry
4. How connected workflows can accelerate financial plan updates and improve operational efficiency