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 👇