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How CRM, Content, and Follow-Up Turn Attention Into Conversations

August 13, 2026 @ 2:00 PM ET

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Mike Rinard Head of Solutions Marketing Snappy Kraken
Chris Kopanski Head of Customer Education Wealthbox
“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
Rachel Daniels Chief Operating Officer Avidian Wealth Solutions