Hey everyone! I’m currently in the process of creating Wealthbox Playbooks for our firm. A feature released early this summer that lets us complete repeatable tasks using Wealthbox's native AI. I’m trying to figure out which processes would benefit most from the playbooks, and I’d love to hear how other firms are using them. Here are a few use case ideas I’m currently testing out: - Client Catchup: Pulls together a summary of all recent notes, overdue tasks, active opportunities, and emails to get up to speed fast when inheriting a new relationship, or it's been a long time since a meeting. - Review Meeting Prep: Scan contact records, open items, and past notes on a client or household to draft a quick agenda and flag missing data fields. - Client Milestones (/life-event): Creates notes, starts workflows, and drafts personalized emails when a client goes through a major life transition. If any specific playbooks or prompts have really saved your firm time, or if you have tips on how to structure them for consistency across a team, I would be very interested to hear about them. Thank you!

Hi there - I work for a small hybrid RIA firm - custodian is LPL Financial, CRM is Red Tail. We are looking for a new Accounting Solution for commission payout that can handle splits, eliminate redundancies and manual work. Also, we are searching for a new reliable IT vendor as well. Would love any feedback folks have :) Thank you - Jill Y.

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”

What company/product do you use for email retention (compliance purposes) for an RIA that uses Microsoft 365 for Emails?

Curious if anyone uses an enterprise/paid version of an AI chatbot to automate or assist with processes (outside of the obvious -- rewording emails, asking questions, etc.)? We are considering ChatGPT or Copilot right now. Does anyone use either of those (or a similar AI solution) and have any insight on your experience? Would also love to hear what specific areas you have found most helpful.