Best Practices for Developing Efficient Workflows Webinar (Wealthbox feat. Advisor Tech Partners)

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Learn the secrets to streamlining your financial advisory practice in the "Best Practices for Developing Efficient Workflows Webinar," hosted by Wealthbox in collaboration with Advisor Tech Partners.

This informative session, featuring Chris Kopanski (Wealthbox) and Matthew Awai (Advisor Tech Partners), dives deep into optimizing workflows for financial advisory firms. Discover actionable insights on:

✅ Building Scalable Workflows to save time and enhance client experience.
✅ Common Workflow Types, including intro calls, annual reviews, and onboarding.
✅ Leveraging Wealthbox CRM Features, such as AI tools, contact forms, and milestone tracking.
✅ Maintaining and Evolving Workflows to adapt to firm growth and industry changes.

Whether you're new to workflows or looking to refine your processes, this webinar is packed with tips to help your firm scale efficiently while ensuring exceptional client service.