Using Wealthbox to Deliver an Exceptional Client Experience

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Join Simplicity Ops and Wealthbox for a high-impact session designed for advisors who want to elevate their client experience. Learn how to set up your CRM to work for you—so you can walk into every client interaction fully prepared and two steps ahead. From streamlining operations to personalizing touchpoints, this webinar will help you turn great service into your firm’s competitive edge.

This webinar will cover:

  1. How to organize your CRM for proactive, personalized client engagement
  2. Ways to automate and streamline operational workflows
  3. Best practices for capturing and using client data to anticipate needs
  4. How to create repeatable processes that drive consistency and loyalty

Speakers

Kate Guillen

Founder & Lead Coach

Simplicity Ops

Chris Kopanski

Head of Customer Education

Wealthbox

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