Join Wealthbox and Sphynx Automation for a previously recorded live webinar to see how advisors can expedite their processes through automation. This webinar will cover:
- The top five CRM automations every advisor should be using and how to set them up successfully.
- How automation frees up time to focus on more important things, such as providing financial advice to clients and managing their investments.
- How advisors can use automation to increase efficiency and improve accuracy.
- How Wealthbox and Sphynx Automation have partnered to provide a simple solution for automation.