Wealthbox

CRM & Marketing Tech go together like Miami & Beach. Good times hanging out today with a bestie partner in FMG in the 305...

Greetings from the Future Proof conference on Miami Beach! ...From botched data migrations to hidden costs to low user adoption, many CRM implementations for RIA firms look like a graveyard of human ambition. Search “CRM failure rates” to find out more about this topic, and connect with Wealthbox to discover a solution. 🙂 #FutureProof

📣 Our big announcement at Future Proof Citywide: Wealthbox is releasing an AI Meeting Assistant this summer! 💥 Advisors: Learn more, and get early access 👉 https://lnkd.in/ggfKFpcp #FutureProof

Watch the video below to learn more about how Wealthbox boosts efficiency for the SilverTree Wealth Partners team and read more about their story here 👉 https://lnkd.in/gtfN2EaN

For the CMOs and product marketers out there, what would you say is your company’s best marketing asset? Is it your brand reputation? Or strong social media presence? What about live webinars and product demos? My bet is they are your customer stories. Most prospects don’t just want to hear about your product and features. They want to hear from their peers about real-world outcomes, success, and client impact. For this reason, I had the privilege of working with Wealthbox to launch their latest customer success campaign, and the response has been incredible! Go check out the success story of Csenge Advisory Group and watch the video featuring Jack Csenge, CFP® and Helen Dowler. 👉 https://lnkd.in/dNdA_2nq 👈 Pretty cool, right? But it takes a lot more than just showing up at Csenge’s office with a few cameras to create a high-impact campaign like this. What you see is the culmination of a three-month production process to move from initial proposal to finished deliverables. During the concept development phase with John Rourke, Erin Bickford, and Jomin Bishop, we identified three key objectives for this campaign: 🔵 Spotlight how Wealthbox’s enterprise CRM software helps wealth management businesses scale beyond 100 users  🔵 Highlight success stories from two key personas: an owner/wealth advisor and a C-level operations leader 🔵 Connect stories of viral CRM adoption and intuitive client lifecycle management with essential Wealthbox features With these objectives in hand, I partnered with the crew of Hot Shoe Media once again for their expertise in high-end, documentary-style production and skillful storytelling to make this project a reality. Combining their cinematic skills with my 15+ years of wealth management technology consulting experience allowed us to quickly build credibility and rapport with subject matter experts like Jack and Helen. You can see how comfortable they are on set, empowering us to connect through conversation and get to the heart of what really moves the needle: their unique story of success. That’s exactly what we intend to deliver through our production services: Compelling, evergreen stories that engage advisors, spark interest in technology solutions, and ultimately drive conversions. And when you work with us, you work with *us.* We're not an agency, and we won't subcontract your project out to someone who doesn't know the intricacies of the wealth management industry. If you’re interested in partnering with us to launch a campaign like this for your company, let’s connect. I’m happy to share more about our full scope of services, production process, and pricing. (You can also ask us about how we use a similar process to capture stories for your talent recruiting efforts and advocacy campaign opportunities).

Bill Winterberg, CFP® has been a key voice in wealthtech for years, and we were thrilled to collaborate with him and his team on our latest Customer Success video with Csenge Advisory Group. Watch the video here 👉

We're excited to announce a new addition to Wealthbox: Patrick Graham has joined the team as a Senior Software Engineer!

Want to track and report on workflow steps in Wealthbox CRM? In this tutorial, Matthew from Advisor Tech Partners walks you through how to monitor account opening workflows—seeing how many have been started and completed each week. Learn how to use Wealthbox reports to improve efficiency, streamline client onboarding, and track key workflow steps. Whether you're new to Wealthbox or looking for better reporting insights, this video will help. What You’ll Learn: ✔️ How to set up reports in Wealthbox CRM ✔️ Tracking account opening workflows ✔️ Measuring workflow efficiency weekly ✔️ Optimizing your onboarding process Subscribe for more Wealthbox CRM tips and automation strategies! 📌 Resources: 🚀 Get your CRM Efficiency Scorecard – https://lnkd.in/eQ2Ysd-E 📖 Download our Guide to Avoiding RIA Disaster – https://lnkd.in/e_-TWeNK 📆 Schedule Intro Meeting with us – https://lnkd.in/enPGVQN7 Contact us: Website: https://lnkd.in/e96qkUAq Email us: Team@AdvisorTechPartners.com Follow Advisor Tech Partners on LinkedIn: https://lnkd.in/e3VHPfuG #Wealthbox #CRM #FinancialAdvisors #AccountOpening #WealthboxTutorial #WorkflowAutomation #AdvisorTech

Had a great time with the team from Wealthbox and Bill Winterberg, CFP® sharing the story of Csenge Advisory Group and how we have had great success rolling out Wealthbox CRM across our advisor network!