How Advisors Use LeadCenter + Wealthbox for Lead Management and Client Acquisition

Join us for a previously recorded live webinar to see how advisors who use LeadCenter and Wealthbox streamline their client acquisition and management processes. Learn how automated contact syncing reduces manual data entry, improves accuracy, and enhances client engagement. Discover best practices for leveraging this powerful integration to grow your business.

This webinar will cover:

1. How LeadCenter captures and organizes leads from multiple sources.
2. How Wealthbox’s “social CRM” product design allows advisors to collaborate as a team and manage client relationships like never before.
3. How the integration allows advisors to automate contact syncing, ensuring real-time updates in Wealthbox.
4. The benefits of the LeadCenter and Wealthbox integration, and how to get started with ease.