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:
Speakers
Co-Founder & President
Journey Strategic Wealth
Head of Expert Services
Mirador
VP of Sales
Wealthbox