Join a live Wealthbox webinar with our technology partners.
CRM + Voice-to-Text Dictation: A Webinar on the Integration of Wealthbox + Mobile Assistant
Thursday, August 29, @ 2:00 PM ET
Join us for a live webinar to learn more about the integration of Mobile Assistant & Wealthbox. This integration provides you an accurate way to capture and document important meeting note information directly into Wealthbox.
LPL Approved: Wealthbox Inclusion in the LPL Affinity Program – What It Means to Advisors
Thursday, September 12, @ 2:00 PM ET
See a demo of Wealthbox CRM from an LPL advisor’s perspective. Wealthbox is a newly approved CRM vendor in the LPL Affinity Program. Representatives of Wealthbox, along with Dee Blevins of the LPL Financial Affinity Program, and Alex Chalekian, CEO... more