How Advisors Use Wealthbox + WealthFeed to Prospect

This webinar will cover

1. 1 How WealthFeed equips advisors to identify and use key data points from life events for targeted client engagement.
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 easily sync client data from WealthFeed to Wealthbox to manage prospects effectively.
4. 4 The benefits of the WealthFeed and Wealthbox integration, and how to get started with ease.