Thursday, Mar 30, 2023 at 2:00 PM ET
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Speakers
VP of Marketing
Levitate
Product Specialist
Wealthbox
“Using state-of-the-art technology to improve client relationships for financial advisors is a core of what both Levitate and Wealthbox do, and this partnership helps further that mission. With key facts and information now being automatically updated between to the two platforms, our mutual customers will be able to focus on forming and nurturing relationships – the foundation of success for any financial advisor.”
Nancy Slane
VP of Product Experience
A recording of this webinar will be available here within the next few days. Check back soon!
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