Wealthbox Opportunities is built into every Wealthbox account and used by a small fraction of advisors. Most skip it because it looks like a sales tool — and advisors don't think of themselves as salespeople. But that framing misses what Opportunities actually does for a well-run advisory practice.
Opportunities is a structured pipeline for tracking every potential expansion of a client relationship — rollovers, new accounts, planning engagements, referred family members — from initial identification through close. Without it, these opportunities live in your head or scattered across meeting notes, and they die quietly when they slip through the cracks.
The opportunity most advisors are sitting on
Before building the pipeline, take stock of what's actually in your existing book. In a typical 100-client advisory practice, you'll find:
- 10–15 clients with outside 401(k) balances that have never been discussed for rollover
- 8–12 clients approaching retirement who haven't started income distribution planning conversations
- 5–8 clients with business interests who don't have succession or exit planning on the table
- 15–20 clients who have referred family members in conversations but where no formal introduction has happened
None of these are aggressive sales situations. They're planning conversations that should already be happening — and aren't, because there's no system tracking them. Wealthbox Opportunities is that system.
How to set up your opportunity pipeline stages
Wealthbox lets you customize opportunity stages. For an advisory practice, a 4-stage pipeline works well:
Stage 1 — Identified. You've spotted a potential opportunity in a meeting note or client review. You know it exists but haven't raised it with the client yet. Create the opportunity, set the estimated value, link it to the contact.
Stage 2 — Proposed. You've raised the opportunity with the client. A conversation has happened. A proposal, analysis, or next step has been shared. The client is considering it.
Stage 3 — In Progress. The client has agreed to move forward. Paperwork is in motion. You're executing on it.
Stage 4 — Closed / Won. The opportunity is complete. The rollover transferred. The new account is funded. The planning engagement is contracted.
Add a "Closed / Lost" or "Not Pursuing" stage for opportunities you've decided not to advance or where the client declined. This keeps your pipeline clean.
Creating opportunities from meeting notes
The best time to create an opportunity in Wealthbox is immediately after the meeting where you identified it. A client mentions that their company 401(k) is sitting with their former employer. That's a rollover opportunity. It should become a Wealthbox opportunity within minutes of the meeting ending — linked to the contact, estimated at the rough balance they mentioned, set to Stage 1.
This is where the connection between post-meeting documentation and opportunity tracking becomes clear. When Fingale processes your voice note after a meeting and builds the CRM updates, it can surface opportunity signals — new account mentions, rollover possibilities, planning conversations that were started — and propose adding or advancing an opportunity in Wealthbox.
Instead of relying on memory to create the opportunity when you get back to your desk (and sometimes forgetting), the opportunity gets created as part of the automatic post-meeting workflow. It's in Wealthbox before you've thought about anything else.
Working the pipeline weekly
A pipeline you create and forget is just a list. The value of Wealthbox Opportunities comes from a weekly habit: open your pipeline view, look at what's in Stage 1 and Stage 2, and ask yourself which of these should have moved forward this week.
This takes 10 minutes. What it reveals is which opportunities have been sitting in Stage 1 for two months with no action — meaning you identified something but never raised it with the client. That's money on the table you're not claiming.
The pipeline view also shows your total opportunity value across all stages. For most advisors who build this properly for the first time, the number is larger than expected. Opportunities are there. They're just not tracked.
Linking opportunities to workflows
For opportunities that advance to Stage 3 — In Progress — trigger a Wealthbox workflow for the specific transaction type. If it's a rollover, the rollover workflow starts: gather paperwork, complete transfer forms, confirm receipt, update contact record. If it's a new account, the new account workflow starts.
Linking an opportunity to a workflow means the operational execution is handled systematically, not ad-hoc. The opportunity doesn't fall apart at the in-progress stage because you forgot a step in the paperwork chain.
The revenue visibility you've been missing
The final reason to use Wealthbox Opportunities: it gives you visibility into future revenue that you otherwise have no way to see. When you can look at your pipeline and see that you have $1.2M in rollovers at Stage 2, $400K at Stage 3, and $250K closed this quarter, you're running your practice with information.
Most advisors run blind — they know approximately what they manage, but they have no systematic view of what's in the pipeline. Opportunities provides that view. The advisors who build and maintain it tend to close more business, not because they've become more aggressive, but because nothing falls through the cracks.
Speak about a client meeting. Watch Fingale draft the tasks, notes, workflows and follow-up email in front of you.