Thursday, Oct 17, 2024 at 2:00 PM ET
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Join us for a live webinar to discover how using technology, such as the integration between Morningstar Office and Wealthbox, simplifies access to key investment data, enabling advisors to provide more informed and strategic advice to their clients. Learn how the combination of patience, sound investment strategies, and cutting-edge tools can drive long-term financial growth.
This webinar will cover:
Speakers
Senior Investment Writer
Morningstar Wealth
Head of Sales
Morningstar Wealth
Director of Business Development
Wealthbox
“The Wealthbox user experience and satisfaction ratings speak for themselves, and we know many of our clients will be thrilled to hear the integration is now available.”
Vincent Florack
Director of Strategic Partnerships, Morningstar Wealth