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Watch this recorded webinar to see how the Wealthbox + Max integration enables advisors to help clients maximize their returns on cash. This webinar will cover:
Speakers
Head of Business Development and Partnerships
Max
Sr. Product Specialist
Wealthbox
“With this 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