Wealthbox + AdvisorTouch: Integrated Practice Webinar – Wealthbox CRM

recorded webinar

Wealthbox + AdvisorTouch: Integrated Practice Webinar

Join us for a live webinar on July 21st at 2:00pm ET where our partner, AdvisorTouch, will cover the steps and tools needed to create an efficient practice management system.

AdvisorTouch will be focusing the discussion on sub-areas of a wealth management business. Webinar topics include how to make the right technology choices for your firm’s needs and the critical components of designing good processes so they increase your firm’s efficiency and profitability and enable you to better serve clients. AdvisorTouch will also make suggestions for defining firm roles, using client tiers to systematize service delivery yet still be able to customize for each individual client, and more.

There will be live Q&A at the end of this webinar.

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