Live Webinar
Best Practices
The Work Between the Meetings: What Advisors Are Handing to AI
Wednesday, September 9, 2026 @ 2:00 PM ET
PRESENTED BY
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ABOUT THIS WEBINAR
Client meetings may fill the calendar, but much of an advisor’s work happens in between. Join Wealthbox and Levitate to see how AI can help advisors stay ahead of meeting prep, follow-up, and ongoing client outreach by putting the contact information already in their CRM to work.
WHAT WE'LL COVER
- 1 How Levitate uses existing Wealthbox contact details to support more personalized, timely client communication
- 2 How AI-powered meeting prep can help advisors walk into client conversations with the right context
- 3 How AI can surface clients who may be due for outreach and help keep important relationships from going quiet
- 4 How tools like Levitate’s Keep-in-Touch Agent and email Executive Assistant can streamline follow-ups and outreach while keeping communication personal
SPEAKERS
Meghan Hardy
Director of Digital Marketing
Levitate
Chris Kopanski
Head of Customer Education
Wealthbox
“Using state-of-the-art technology to improve client relationships for financial advisors is a core of what both Levitate and Wealthbox do, and this partnership helps further that mission. With key facts and information now being automatically updated between to the two platforms, our mutual customers will be able to focus on forming and nurturing relationships – the foundation of success for any financial advisor.”
