Hot Features in Wealthbox that Fire Up an Advisor’s Day

Discover 11 hot Wealthbox features that advisors use to move through their day with speed and confidence. These features are designed to help you get the most out of Wealthbox. This webinar will showcase how to streamline daily tasks, tailor your CRM to fit the way you work, and enhance client communication—all using built-in tools designed to keep your practice running smoothly.

This webinar will cover:

1. Productivity-boosting features that keep your team in sync
2. Customization options to shape Wealthbox around your daily processes
3. Built-in tools to strengthen client communication and follow-up
4. Expert tips to get more done—at your desk or on the go