Hey LPL Advisors

Get a Free Demo of Wealthbox.

Join a Wealthbox specialist for an overview of the #1-rated CRM for LPL advisors. You can also invite your coworkers to this private demo.

Demo agenda – 30 minutes

1

Features Overview

See how Wealthbox is a radical improvement over Redtail, Salesforce, Microsoft Dynamics, and other CRMs.
2

Productivity Spotlight

Learn about task functionality, workflow collaboration, form tools pre-populating, contact role assignment, and email-to-CRM automations.
3

Integration Focus

See the LPL Clientworks integration in action with client account details, single sign-on, and two-way contact syncing.
4

CRM Data Migration

Discover the ease – and speed – of switching to Wealthbox.
5

Q&A Session

Ask questions and get answers from a Wealthbox specialist.

Book a Demo

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TESTIMONIALS

Don’t just take our word for it.

The best CRM is the one advisors actually use. Discover why Wealthbox leads in user adoption and supports firms at every stage of growth.

“The collaborative features and ease of use in Wealthbox are incredible and have helped our firm grow. We’re glad we switched to Wealthbox.”

Rachel Daniels Chief Operating Officer

“There really isn’t a tool that is better built for the advisor. It’s easy for a new advisor to join the team, plug in to system and be up-and-running as quick as possible.”

Scott Marek, CFP® Co-Founder, Senior Wealth Advisor

“Our firm switched to Wealthbox and have seen our 45 advisors adopt CRM like never before. It’s simple yet powerful and helps us operate with efficiency.”