Breakaway Power Play: How Sanctuary Wealth + Wealthbox CRM Are Helping Advisors Move to Independence

Thursday, Feb 23, 2023 at 2:00 PM ET

Sign Up Now

Presented by

Join us for a live webinar to see how the Wealthbox + Sanctuary Wealth Partnership helps entrepreneurial advisors streamline operations and support their clients’ financial planning and investing goals as an enterprise organization.

This webinar will cover:

  1. Why Sanctuary Wealth selected Wealthbox Enterprise as their CRM platform to service 358 advisors in 28 offices nationwide
  2. How Wealthbox’s “social CRM” product design allows Sanctuary Wealth to collaborate as teams in 28 offices and manage client relationships like never before.
  3. How Sanctuary Wealth assists their partner firms in developing their own businesses and meeting all of their clients’ needs.

Speakers

Kaylie Zielinski

Platform Education Specialist

Sanctuary Wealth

Jomin Bishop

VP of Sales

Wealthbox