Hi there! I’m new to wealthbox and had a couple questions for all you seasoned pros 😂 - assets… do you put everything account under the head of household or do you separate it per appropriate spouse? I ask because I’ve seen different places where people say they don’t want to have to look up both spouses, and they’d rather just look up head of household… thoughts? - In WB, are you putting a call to client as a “note” using note tags… OR are you putting it as an “event” and leaving notes there? Just using call as an example… but I’m testing both methods. I’m not sure which would be better for reports later either !? I did learn that there’s a big diff in where I put the “detailed notes” for an event and that diff means a lot when I’m looking at the contact Activity thread. (Referring to notepad notes when you “view meeting details” VS event description. The event description is the only thing I see showing in the contact activity feed.) - In the Calendar view, is there a way to see meetings that have a status as unconfirmed, tentative, confirmed, or cancelled ? Basically anything other than completed? Or do I have to set up a report? It would be so nice to have a dropdown view on the Calendar tab where we can check off what status we want to see… just like we can check off the calendar types we want to and do not want to see! (Va having to go to a whole new page just to run a report to see this) Hopefully I’m just missing this option ? :) - How are you tracking your prospect flow? Specifically prospect > lead > intro meeting > discovery meeting > presenting plan meeting > applications Opportunities pipeline? The new custom objects? Something else? - What’s something you do in wealthbox now… that you wish you would have known to do when you started? ✨✨✨✨✨ Any other wealthbox tips you’ve found successful? Or any questions YOU have? I really wish there was a way to look into the brain of an advisor using Wealthbox and see how their mind works with how it’s set up! I know there’s so many ways to be successful with it but I’m so visual and I am having a hard time visually seeing the “whole process”

Hey all, this is my first post! My name is Elisa Llanes and I am an intern at Farther Financial Services. We use Wealthbox as our main CRM and we are in need of looking for the best way to track where our clients are at within their specific service model. We have used workflows, but is there any other way that can easily track or let us know next steps? We also have access to Hubspot- Would you say maybe this CRM is better for this need? I put a poll down below for your thoughts. Thanks!

We’re starting to plan out some upcoming webinars for the community and would LOVE your input!! What topics would actually be most helpful for you and your team right now? A few ideas we’ve been tossing around: • CRM best practices workshop • Workflow design + operational efficiency • Building a proactive client experience • Leveraging your CRM during the great wealth transfer • Cybersecurity best practices for advisory firms • Compliance conversations • OCIO Partners • Panels with other industry experts • Team training + adoption strategies • Data integrity + CRM cleanup But honestly… we want to build content around what YOU want to learn more about. So tell us:What operational, technology, or growth topics would be most valuable for us to cover? Drop your ideas in the comments below 👇