live Webinar Integration Demos

Streamlining Your Advisory Practice: Wealthbox CRM + IAA Partnership

Wednesday, Jul 9, 2025 at 1:00 PM ET

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Presented by

Join Jy Corbett, Managing Director of Wealthbox, for an in-depth look at how Wealthbox CRM is helping financial advisors streamline their practices, improve client engagement, and take advantage of the new partnership benefits available to IAA members.
This webinar will cover:
  1. Learn why advisors are switching to Wealthbox for its intuitive design, time-saving features, and reliability.
  2. See a live product demo highlighting key features like contact management, workflows, and integrations.
  3. Understand how Wealthbox simplifies data migration and onboarding for a smooth transition.
  4. Get the details on exclusive Wealthbox promotions available through the new IAA partnership.

Speaker

Jy Corbett

Managing Director

Wealthbox