Webinar Replay: Delivering Impactful Annual Reviews with Asset-Map + Wealthbox

In this webinar replay, learn how to turn your 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 covers:

  1. An overview of Workflow Libraries in Wealthbox

  2. How to run more effective annual reviews with Asset-Map

  3. Using Wealthbox to track opportunities and household data

  4. Getting started with the Asset-Map Annual Review + Opportunity Identification Workflow in Wealthbox

TJ HillReplay, Integration, Wealthbox