CRM Best Practices: Setting Your Firm Up for Success

Thursday, Jan 26, 2023 at 2:00 PM ET

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Presented by

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:

  1. Defining enterprise CRM requirements at larger RIA firms.
  2. How to grow and scale your firm using tasks and workflows.
  3. The value of CRM as the central place of record and process.
  4. How Journey Strategic Wealth uses Wealthbox for their team of advisors.

Speakers

Penny Phillips

Co-Founder & President

Journey Strategic Wealth

Michael Gault

Head of Expert Services

Mirador

Jomin Bishop

VP of Sales

Wealthbox