Tuesday, Apr 30, 2024 at 2:00 PM ET
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In our high-interest rate environment, it’s crucial to adapt and optimize financial strategies accordingly.
Join Wealthbox and Max to learn how to optimize returns on clients’ held-away cash, navigate high-interest rate environments, and leverage CRM tools for financial strategies. Practical strategies and industry insights will be explored to help advisors make informed decisions.
This webinar will cover:
Speakers
Head of Business Development
Max
Sr. Product Specialist
Wealthbox
“With the Wealthbox integration, it's easy for advisors to help clients earn on their cash, while keeping safe in the client's own FDIC-insured accounts.”
Michael Halloran
Head of Business Development and Partnerships, Max
A recording of this webinar will be available here within the next few days. Check back soon!
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