Blog/ Customer Stories

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

September 14, 2023

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

Tortuga Financial has been using Wealthbox for over two years, and leans on Wealthbox to keep the team’s sophisticated client service processes organized.

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!

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