recorded webinar

Mobile Dictation Services + CRM: A Webinar on the Integration of Wealthbox & Mobile Assistant

Join us for a live webinar to learn more about the integration of Mobile Assistant & Wealthbox. This integration provides you an accurate way to capture and document important meeting note information directly into Wealthbox. Corey at Mobile Assistant will demonstrate this process, and also give a sneak peek at their soon to be released, redesigned mobile app, Talk It, that includes a cutting-edge “Assistant” template guide feature.

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