See how advisors use Wealthbox to simplify their day-to-day operations and keep every opportunity moving forward.
About This Webinar
Wealthbox has quickly become a favorite CRM among financial advisors thanks to its modern design and intuitive workflow.

In this session, we’ll show how advisors use Wealthbox to simplify their day-to-day operations and keep every opportunity moving forward.

If you’re looking for a CRM that gives you a clear view of your relationships, opportunities, and daily priorities, this session will show why so many advisors are choosing Wealthbox.
Agenda
  • Capture and summarize client meeting notes automatically so you can stay fully present in conversations
  • Track every opportunity in your pipeline and quickly see who needs attention next
  • Keep your entire team aligned with a shared workspace that connects your email, calendar, and key tools
Presenters
  • 1589558742-6150ab4d0b3178cd
    Sarah Williams
    Vice President, Marketing Communications, CreativeOne
  • 1773329037-8a8899e48967cf61
    Andrew Ladwig
    Director of Business Development | Wealthbox
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