How Tortuga Financial, an LPL-affiliated Firm, Stays Organized with Wealthbox

Wealthbox Evangelist Diana Cabrices recently chatted with Mike Maynes, Founder of Tortuga Financial, to discuss how his team uses Wealthbox.

Tortuga Financial, an LPL-affiliated advisory firm, has been leveraging Wealthbox for over two years, seamlessly integrating it with LPL ClientWorks to enhance their client service processes.

In the video, you’ll hear about:

• • The other CRM products Tortuga Financial tried to use before finding Wealthbox
  • How Mike and team save time with the Wealthbox’s unique note-taking feature
  • How Wealthbox opportunity pipelines contribute to Tortuga Financial’s bottom line
  • The team’s favorite Wealthbox integrations
  • What Mike would say to an advisor considering a switch to Wealthbox

Stay tuned for more Wealthbox customer stories coming soon!