Join us for our Workflow Wednesdays Webinar series, where we host a webinar all about workflows! In our second webinar, we’re excited to showcase our Lead to Prospect and Lead Generation templates. Join us to learn more about:
- How and where advisors can access the Wealthbox Workflow Library.
- How advisors can easily duplicate and edit existing workflow templates, or create new workflow templates from scratch.
- How firms are using workflow templates to simplify Lead to Prospect and Lead Generation processes.
- How Wealthbox Workflows provide advisors with a quick and easy way to make sure nothing slips through the cracks.