Thursday, Jan 26, 2023 at 2:00 PM ET
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Join industry consultant Michael Gault from Mirador along with Co-Founder & President at Journey Strategic Wealth, Penny Phillips, and Jomin Bishop of Wealthbox for a live webinar to learn more about using CRM best practices to set up your firm for success. This webinar will cover:
Speakers
Co-Founder & President
Journey Strategic Wealth
Head of Expert Services
Mirador
VP of Sales
Wealthbox
A recording of this webinar will be available here within the next few days. Check back soon!
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