United Planners Partners with Wealthbox CRM | Wealthbox CRM

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United Planners Partners with Wealthbox CRM

March 2, 2020

Today we’re happy to announce that United Planners has partnered with Wealthbox to promote the use of Wealthbox among United Planners’ 450 advisors across the country. United Planners and Wealthbox will be hosting a joint webinar for United Planners-affiliated advisors to learn more about the CRM technology partnership.

“We’re impressed with Wealthbox as a modern CRM solution and their innovative approach.”

—Mike Goyarts, United Planners

United Planners is a national employee and advisor owned wealth management firm that provides financial planning, investment management and insurance services.

“We’re passionate about providing our advisors with choice and flexibility in selecting leading technologies and Wealthbox fits the bill for CRM,” said Mike Goyarts, Head of Practice Management & Consulting at United Planners. “We’re impressed with Wealthbox as a modern CRM solution and their innovative approach.”

Join the Webinar!

United Planners and Wealthbox will be holding a joint webinar on Friday, March 6th at 1:00pm ET to discuss the new relationship and present more information about Wealthbox to its advisors.

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