Streamlining Operations with CRM Workflows

Presented by

Join Stephanie Dannebaum Consulting and Wealthbox for a previously recorded live webinar to learn about the importance of CRM workflows when setting your firm up for success. This webinar will cover:

  1. Why implementing workflows allows advisors to optimize their operations, improve productivity, and deliver exceptional service to their clients.
  2. How workflows drive seamless collaboration among team members and in return, enhance the client experience.
  3. What the most common CRM workflows are and why every advisor should be using them.
  4. How advisors can overcome their hesitations and learn how to easily set up workflows in Wealthbox with a few simple clicks. 


Stephanie Dannebaum

Founder & Principal CRM Consultant

Stephanie Dannebaum Consulting

Andrew Ladwig

Director of Business Development


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