WealthSmyth

How to run a well-oiled machine with WealthSmyth

Configuring Agency Operations in WealthSmyth

Run your agency by the numbers—unlock predictable revenue and growth

How to Run an Operations Meeting

Business System Progressions

Track every prospect or recruit from contact to conversion.

Lead Progressions

Help agents grow with clear milestones and stage-specific support.

Team Progressions

Track every client journey—from lead to lifetime, household relationship

Production Progressions

How to Import Your Data into WealthSmyth

Find Client Email Addresses from Gmail Using a Carrier's Policy Export

DRAFT: How to Find Client Emails from Gmail

Step-by-step guides for agency operations — so agents always know what to do next.

Agency Operations

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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