Recorded Webinar
Best Practices

How Wealthbox Users Gain Operational Efficiency to Increase Productivity and AUM

ABOUT THIS WEBINAR

Agenda

Every advisor strives to scale their AUM, however, wanting to grow AUM and actually doing it are two different stories. Join us for a previously recorded live webinar to see how advisory firm leaders like Rachel Daniels from Avidian Wealth use Wealthbox to achieve operational efficiency, resulting in increased productivity and AUM growth.

This webinar will cover

  1. 1 The CRM best practices every advisor should be using to streamline business operations.
  2. 2 The benefits of Wealthbox features like Workflows, Tasks, and contact roles, and how advisors who use these features run more efficient firms.
  3. 3 How Avidian Wealth rapidly increased AUM via CRM processes.
  4. 4 The benefits of Wealthbox CRM and how to get started with ease.

SPEAKERS

Jomin Bishop

Jomin Bishop

VP of Enterprise Sales

Wealthbox

Jy Corbett

Jy Corbett

Managing Director

Wealthbox

Rachel Daniels

Rachel Daniels

Director of Operations

Avidian

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