Would be AWESOME if the "Contact Type" field in Wealthbox was synced to FMG to distinguish between where a Contact is in the relationship with the firm. This would replace the need to use separate Tags from Wealthbox to group contacts and would add another layer of filtering/grouping:

'Lead' = someone we are trying to have an initial meeting with

'Prospect' = someone we have had an initial meeting with, but they are not an active client

'Client' = active client