How to Win More Clients: Key Technology for Advisors | Wealthbox CRM

recorded webinar

How to Win More Clients: Key Technology for Advisors

Join this live webinar to discover the essential steps advisors can take to build a robust prospecting process and how to implement them using the Wealthbox and StratiFi integration. This webinar will specifically address how combining risk analysis with a robust CRM can be used to grow your book using StratiFi PRISM Ratings™ with Wealthbox.

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