Upcoming Live Webinar: Delivering Impactful Annual Reviews with Asset-Map + Wealthbox
Annual reviews don’t have to feel like a formality.
Join Asset-Map and Wealthbox to learn how to turn these meetings into proactive, personalized planning sessions. Discover how to uncover gaps and priorities using Asset-Map visually. See how Wealthbox workflows and CRM data keep you on track to identify opportunities and reinforce your value.
This webinar will cover:
An overview of Workflow Libraries in Wealthbox
How to run more effective annual reviews with Asset-Map
Using Wealthbox to track opportunities and household data
Getting started with the Asset-Map Annual Review + Opportunity Identification Workflow in Wealthbox