Maximize your centers of influence
Make WealthBook the core of your business plan to differentiate your practice
Try it Out!Professional Advisors
Practice Management 2.0
WealthBook is helping professional advisors use Web 2.0 technology to leverage the power of their trusted relationships.Armed with first-hand knowledge and experience gained at the country’s leading advisory firms, WealthBook’s professional services consultants understand what it takes to succeed.
Through our Education and Consulting services, WealthBook’s industry experts introduce you to tools and techniques for creating a "stickier" book of clients and developing a more profitable, productive practice. Combined with the power of WealthBook for generating referrals and delivering superior client service, you’ll be equipped with everything needed to take your practice to the next level.
Education
WealthBook Education consists of an onsite classroom learning experience and monthly business coaching. You’ll discover the strategies, techniques, and technology required to successfully operate and expand your practice. This e-mail address is being protected from spambots. You need JavaScript enabled to view it to learn more about our Education opportunities.
Consulting
Onsite consulting for professional advisors guides you through an evaluation of your current business and examines technologies and strategies for growing your practice. WealthBook consulting focuses on the following key elements:- Practice Assessment
- New Client Service Strategies
- Marketing and Referral Generation
- Workflow and Process Design
WealthBook is currently offering two consulting opportunities for professional advisors.
- Social Media Marketing and WealthBook: In this two-part course, we’ll take a look at today’s leading Internet technologies and their impact on the professional advisor industry. You will be introduced to social media tools and learn how to strategically leverage these tools to adapt and grow your practice.
- Advanced Strategies and Campaign Management: Taking social media networking a step further, you’ll learn how this important part of your marketing plan is leveraged within WealthBook. In addition, you’ll learn how easy it is to identify, manage, and track your referrals.
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- Social Media Marketing and WealthBook | Part I
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The Trusted Network
Learn how to build and extend your professional network by developing a social media strategy and managing your network with WealthBook. This instructor-led course uses a hands-on approach to building your network in real time.
Training topics include:
- Social Media Overview
- WealthBook Overview
- Building Your Network: Extend the reach of your trusted network. Work more productively and more efficiently with your current clients.
- Using WealthBook to Transform Your Business: Initiate referrals, track top advisor and client referral sources, introduce yourself to advisors and clients in your trusted network, and much more!
The "Social Media Marketing and WealthBook" course may be completed in a single day or two half-day sessions. Please contact WealthBook Professional Services for more information.
- Social Media Marketing and WealthBook | Part II
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Collaboration, Document Management, and Campaigns
Discover how WealthBook ties it all together--your workflows, your practice documents, your referral networking, and more. During a hands-on lab, you will set up your secure eVault and learn how WealthBook workflows can streamline tasks and client communications.
Training topics include:
- WealthBook Collaboration Platform: Set up your current clients and advisors with WealthBook, and manage the referral process to generate warm leads.
- Workflow Overview
- Workflow Templates
- Customized Workflows
- eVault – Document Storage
The "Social Media Marketing and WealthBook" course may be completed in a single day or two half-day sessions. Please contact WealthBook Professional Services for more information.
- Advanced Consulting
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Social Media Strategies and Advanced Campaign Management
Taking it a step further, you’ll learn how social media technologies can be used strategically to grow your business. You’ll also learn how this important part of your marketing plan is leveraged within WealthBook and how easy it is to identify, manage, and track your referrals.
Training topics include:
- Social Media Strategies (Web 2.0) for private practice and small business
- Strategies that grow your business
- Using WealthBook to segment, discover trends, and execute campaigns for business development
- Business process improvement: Using WealthBook’s automated workflows to streamline processes such as portfolio reviews and mortgage refinancing
Please contact WealthBook for pricing.
