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
Financial Planning Thought Leader, PreciseFP
Chris Kopanski
Sr. Product Specialist, Wealthbox
