live Webinar Best Practices

Turning Leads into Growth with SmartAsset and Wealthbox

Wednesday, Jun 25, 2025 at 2:00 PM ET

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Discover how top-performing advisory firms use SmartAsset and Wealthbox to capture, manage, and convert qualified leads. Learn proven strategies for nurturing prospects and turning them into long-term clients. Join SmartAsset and Wealthbox for a conversation on lead management best practices and the power of CRM integration in driving firm growth.

This webinar will cover:

  1. How to capture qualified leads effectively
  2. How to foster your qualified leads and convert them into clients
  3. How to grow your firm based on smart lead management
  4. How the SmartAsset and Wealthbox integration streamlines lead capture and follow-up

Speakers

Jay Ebert

Director of Demand Generation

SmartAsset

Chris Kopanski

Head of Customer Education

Wealthbox

“We created SmartAdvisor to connect consumers with financial advisors. It is a cost-efficient way for financial advisors to find new clients online supported by our white-glove concierge service. In our partnership with Wealthbox, we’re expanding that mission directly into our financial advisors’ day-to-day practice management.”

Michal Carvin

CEO, SmartAsset