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On demand Webinar, Webinar

Meeting Prep Workflow with PreciseFP + Wealthbox

Join PreciseFP and Wealthbox for a demo of PreciseFP’s Meeting Prep Workflow template in Wealthbox. Learn how to streamline your meeting preparation process and ensure every client interaction is organized and efficient. From keeping client data up to date to personalizing the meeting experience, this workflow helps advisors save time, reduce administrative tasks, and maintain consistency across client interactions.

This webinar will cover: 

  • An overview of Workflow Libraries in Wealthbox.
  • How advisors can duplicate and edit existing workflows and create and edit workflow templates in Wealthbox.
  • How to use PreciseFP’s Meeting Prep Worfkow template to simplify preparation, minimize errors, and provide a polished client experience.
  • Getting started with the PreciseFP Meeting Prep Workflow template in Wealthbox.

Speakers

Nora Gallegos

Nora Gallegos

Financial Planning Thought Leader, PreciseFP

Chris Kopanski

Sr. Product Specialist, Wealthbox

Wealthbox watch now

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