Workflow Wednesday Webinar: Lead to Prospect and Lead Generation

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Join us for our Workflow Wednesdays Webinar series, where we host a webinar all about workflows! In our second webinar, we’re excited to showcase our Lead to Prospect and Lead Generation templates. Join us to learn more about:

  1. How and where advisors can access the Wealthbox Workflow Library.
  2. How advisors can easily duplicate and edit existing workflow templates, or create new workflow templates from scratch.
  3. How firms are using workflow templates to simplify Lead to Prospect and Lead Generation processes.
  4. How Wealthbox Workflows provide advisors with a quick and easy way to make sure nothing slips through the cracks.


Diana Cabrices



Chris Kopanski

Sr. Product Specialist


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