Join PreciseFP and Wealthbox to learn how advisors can use client data to understand individual goals, preferences, and priorities, and then translate those insights into tailored guidance and actionable workflows.
This webinar will cover:
- How AI helps advisors deliver advice tailored to each client’s unique situation
- Turning PreciseFP insights into actionable tasks and workflows inside Wealthbox
- Automating personalized follow-ups and client communications in Wealthbox
- Using AI to deepen relationships and provide meaningful, client-focused guidance
Speakers
Nora Gallegos
Financial Planning Thought Leader, PreciseFP
Andrew Ladwig
Director of Business Development, Wealthbox
