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.”