The Advisor Tech Stack Webinar Series: The Winning Practice Management Combination – Wealthbox CRM

recorded webinar

The Advisor Tech Stack Webinar Series: The Winning Practice Management Combination

Join H. Adam Holt (CEO & Founder of Asset-Map), Jomin Bishop (VP of Sales at Wealthbox), and Eddie Sempek (SVP of Strategic Relationships at Orion) for a discussion on the client journey and day-to-day practice management tasks that are made simpler through our integrations.

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