How Advisors Use Strety + Wealthbox to Run Their Firms on EOS

Discover how financial advisors are combining the power of Strety and Wealthbox to implement EOS^® and streamline team collaboration. From managing To-Dos and performance tracking in Strety to syncing tasks seamlessly with Wealthbox, this webinar will show how advisors can align their people, processes, and priorities, without switching tools. Whether you’re already using EOS or just getting started, see how this integration makes day-to-day operations more efficient and accountable.

This webinar will cover:

1. How Strety helps advisory firms manage projects, playbooks, and performance within the EOS framework
2. How Wealthbox’s “social CRM” product design allows advisors to collaborate as a team and manage client relationships like never before
3. How the integration enables two-way syncing between Strety To-Dos and Wealthbox tasks
4. The benefits of the Strety and Wealthbox integration, and how to get started with ease