How Advisors Use Wealthbox + WEALTHAWK for Prospecting

This webinar will cover

1. 1 How WEALTHAWK targets individuals who have recently acquired investable assets and recognizes them as prime prospects for financial advisory services. 
2. 2 How Wealthbox’s “social CRM” product design allows advisors to collaborate as a team and manage client relationships like never before.
3. 3 How the integration allows advisors to engage with prospects, monitor interactions, and track their success within Wealthbox.  
4. 4 The benefits of the WEALTHAWK and Wealthbox integration and how to easily get started.