Recorded Webinar
Integration Demos

The AB Client Touchpoint System + CRM with Jay Coulter

ABOUT THIS WEBINAR

Join us for this live webinar to hear from Resilient Advisor President and Wealthbox power user, Jay Coulter, along with Wealthbox VP of Sales, Jomin Bishop. Tune in while the CRM experts show how to build an effective and repeatable client communication system within Wealthbox.

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