live Webinar Best Practices

Cutting Through the Noise with a Personalized Approach for Advisors

Thursday, Oct 24, 2024 at 2:00 PM ET

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Delivering a personalized client experience is key to setting your advisory practice apart. Join CurrentClient + Wealthbox to learn how tailored engagement strategies can lead to stronger client relationships, more referrals, and scalable growth. 

In this webinar, you will see:

  1. How personalized strategies help build stronger client relationships.
  2. How using video, audio messages, and automation can enhance personalization.
  3. How CurrentClient makes it easy to customize engagement for every contact.
  4. How the integration with Wealthbox simplifies client management and strengthens personalized outreach.

Speakers

Amy DeTolla

CEO, Wealth Transformation Leader

Aureus Advantage

Dustin Belliston

Founder

CurrentClient

Chris Kopanski

Sr. Product Specialist

Wealthbox

“Working with Wealthbox was a natural next step for CurrentClient because of our shared value of making something powerful, beautiful, and easy to use. We are really excited to bring CurrentClient to the Wealthbox community and help advisors engage with their clients.”

Dustin Belliston

Founder, CurrentClient