Workflow Wednesday Webinar: New Client Onboarding and Meeting Prep

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Introducing our new Wealthbox Workflow Wednesday Webinar Series, where we host a Wednesday webinar all about workflows! In our first webinar, we dove right in by showcasing our New Client Onboarding and Meeting Prep workflow templates. Join us for this previously recorded live webinar 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 New Client Onboarding and Meeting Prep 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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