LPL Approved: Wealthbox Inclusion in the LPL Affinity Program – What It Means to Advisors – Wealthbox CRM

recorded webinar

LPL Approved: Wealthbox Inclusion in the LPL Affinity Program – What It Means to Advisors

See a demo of Wealthbox CRM from an LPL advisor’s perspective. Wealthbox is a newly approved CRM vendor in the LPL Affinity Program. Representatives of Wealthbox, along with Dee Blevins of the LPL Financial Affinity Program, and Alex Chalekian, CEO of Lake Avenue Financial (an LPL affiliate) and power-user of Wealthbox will be presenters in the webinar.

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