Join this live webinar to see how advisors are leveraging the Trust & Will + Wealthbox integration to streamline the estate planning process and give clients peace of mind.
“We’re excited to partner with the leading CRM for financial professionals and to help advisors offer more comprehensive planning. We understand advisors use many tools in their tech stack, and we’re committed to building a best-in-class experience for a more connected ecosystem. We look forward to welcoming Wealthbox customers into our network of more than 4,000 financial advisors currently using our platform.”
Head of Advisor Sales, Trust & Will