The 401(k) Blueprint: Turning Retirement Plans into a Flywheel

Chris Kopanski joins us as Head of Customer Education at Wealthbox, the highest-rated CRM for financial advisors. With 9 years of experience at Wealthbox, Chris brings deep product expertise and a customer-centric approach to help financial professionals streamline their workflows and optimize client relationships. He works closely with advisors to ensure they maximize the platform’s robust features, providing insights, training, and tailored solutions that enhance productivity and efficiency. Chris’s long-standing dedication to the CRM industry and intimate knowledge of Wealthbox makes him an invaluable resource for clients looking to elevate their practice management.

As a CFP®, Abby offers invaluable insights into the convergence of marketing, sales, and financial advice within a modern financial planning firm – fueling business growth for advisors and achieving optimal results for clients.

At Elements, Abby crafts educational podcasts, webinars, and workshops designed to help advisors consistently expand and elevate their businesses.

Alison Considine leads partnerships with WealthTech platforms and asset managers and oversees overall strategy for Betterment Advisor Solutions. Before moving into her current role, Alison led the sales team and helped advisors onboard to the platform. Prior to Betterment, Alison spent several years in private wealth management at Morgan Stanley and is dedicated to helping advisors grow their businesses and provide a great client experience.