Hey LPL Advisors đź‘‹
Get a Free Demo of Wealthbox CRM
Join a Wealthbox specialist for an overview of the #1-rated CRM for LPL advisors. You can also invite your coworkers to this private demo.
Demo agenda – 30 minutes
-
Features Overview: See how Wealthbox is a radical improvement over Redtail, Salesforce, Microsoft Dynamics, and other CRMs.
-
Productivity Spotlight: Learn about task functionality, workflow collaboration, form tools pre-populating, contact role assignment, and email-to-CRM automations.
-
Integration Focus: See the LPL Clientworks integration in action with client account details, demographics, and contact syncing. 🔥
-
CRM Data Migration: Discover the ease – and speed – of switching to Wealthbox, and the “white glove” service for securely importing data.
-
Q&A Session: Ask questions and get answers from a Wealthbox specialist.
Book Your Demo – 30 Minutes
How many CRM users are in your firm?
Select a number of CRM users.
Demo Booked
Next Step: Start your free trial!
Take Wealthbox for a spin before your demo. Risk free, no credit card required!
Get Started FreePrefer to join a daily webinar? Sign up here.
“We find that nearly 12% of Redtail users are thinking about switching to Wealthbox…”
T3 / Inside Information Survey, January 2024
“Market Leader” Wealthbox “has surpassed Redtail adoption in the RIA channel…”
Source: Kitces AdvisorTech Report, August 2023
LPL advisors are talking about Wealthbox. See what the buzz is about!
Learn how Wealthbox CRM can meet your LPL-affiliated advisory firm’s needs. Complete the form above to get your free demo. Let’s do this!
© 2024 Wealthbox
Terms of Service Privacy Policy