Blog/ Partner Updates

Advisor Group Partners with Wealthbox

June 9, 2022

Today we’re happy to announce that Wealthbox has been approved for use by Advisor Group.

As an approved CRM vendor, Wealthbox is now available to the more than 11,000 financial advisors affiliated with Advisor Group and its subsidiaries: FSC Securities, Royal Alliance Associates, SagePoint Financial, Securities America, Triad Advisors, Woodbury Financial Services, and Infinex Financial.

Join us for a live webinar on Wednesday, August 17th at 2 pm ET to learn more about the partnership between Wealthbox + Advisor Group.

Sign up now!

Jomin Bishop, VP of Sales, Wealthbox

“We’re thrilled that Wealthbox is now available to the Advisor Group community,” said Jomin Bishop, VP of Sales. “Our mission is to help financial advisors streamline their business operations with a modern and easy-to-use CRM. Partners like Advisor Group make that possible.”

Wealthbox + Advisor Group Resources

Are you an AG advisor? Here’s how to get started on Wealthbox.

Advisor Group Webpage:
If you’re new to Wealthbox, visit the Advisor Group page on Wealthbox, and share it with your AG colleagues!

Demo:
Schedule a 1-1 demo of Wealthbox for Advisor Group.

Webinar:
Join us for a live webinar on Wednesday, August 17th at 2 pm ET to learn more about the partnership between Wealthbox + Advisor Group.

We are excited to welcome all Advisor Group advisors to Wealthbox and look forward to answering your questions at our upcoming webinar.

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