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Discover how to create and implement workflows that save time and improve organization. This webinar will explore the fundamentals of workflows and how Wealthbox’s tools can help advisors manage tasks and client relationships more effectively.
Join Advisor Tech Partners and Wealthbox as we dive into best practices for building time-saving workflows. This webinar will cover:
Speakers
Co-Founder & COO
Advisor Tech Partners
Co-Founder & CMO
Advisor Tech Partners
Sr. Product Specialist
Wealthbox
A recording of this webinar will be available here within the next few days. Check back soon!
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