Presented by
Join us for a previously recorded live webinar to see how the CurrentClient + Wealthbox integration makes sharing educational discoveries and fostering client needs easy. This webinar will cover:
Speakers
Founder
CurrentClient
Product Specialist
Wealthbox
“Working with Wealthbox was a natural next step for CurrentClient because of our shared value of making something powerful, beautiful, and easy to use. We are really excited to bring CurrentClient to the Wealthbox community and help advisors engage with their clients.”
Dustin Belliston
Founder, CurrentClient