May 8, 2026
Building a Client Experience That Truly Sets Your Financial Business Apart
As an independent financial professional, you likely care deeply about your clients. However, you may feel like your business isn’t…
A will is a fundamental estate planning document. It outlines how you wish your property to be distributed, who should handle matters related to settling your estate, and who you want to care for your children after you pass, among other things.
If you don’t yet have a will, you’re not alone. According to a recent survey by Caring.com, 64% of Americans think having a will is important, but only 32% have one. There are many reasons people put off drafting a will — here are four that you might relate to.
As an independent financial professional, you likely care deeply about your clients. However, you may feel like your business isn’t…
IPI Wealth Management Connects You to People, Solutions, and Expertise More than ever, financial professionals are reclaiming control over their…
July 23, 2025 Wealthbox is excited to announce the launch of our AI Notetaker, a powerful new tool designed to…
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