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Show, Don’t Tell: Why Quantitative Proposals Win More Business

August 12, 2026 @ 2:00 PM ET

Hosted by

Todd Buck Head of Sales VRGL
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