The Advisor Tech Stack Webinar Series: Hear from the Financial Professionals – Wealthbox CRM

recorded webinar

The Advisor Tech Stack Webinar Series: Hear from the Financial Professionals

Join Jomin Bishop (VP of Sales at Wealthbox), Alison Susko (Director of Partnerships at Asset-Map), Eddie Sempek (SVP of Strategic Relationships at Orion), and Randy Dippell from Advice Period who is utilizing all three solutions as we answer the most common questions from an advisor workflow perspective. We’ll share what has worked best, their favorite parts of how the tools integrate, and more.

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