We recently returned from LPL Focus 2023, and our team was amazed by the energy at the conference. We had the chance to speak with an army of Wealthbox customers, many of whom took the time to tell us what they love about Wealthbox. See below for the highlights!

“night and day difference”

Anthony Martin (Martin Wealth Management, LLC) loves the “night and day difference” the streamlined experience of Wealthbox offers versus other CRMs.

“built for financial advisors”

Denika Tokunaga (Maven Wealth Management), Shawn Ezell (Cornerstone Wealth Services), Alli Cormier (Mardin Capital Group) and Amber Scarborough love how Wealthbox makes it easier to operate and grow their advisory firms.

“absolutely fantastic”

Jim Petitpren (ORBA Wealth Advisors) transitioned from Redtail and loves how Wealthbox allows his team to create tasks and workflows to fit into their existing processes.

“clean and easy to use”

Keith Souza (Souza Financial Group) loves how the Wealthbox Dashboard and Activity Stream allows his team to stay up-to-date on everything happening with their clients.

“seamless and smooth”

Stephanie Boyer (Fredrick & Wells Advisors) and Brian Russell (Rubicon Advisors) love how easy Wealthbox makes it to get things done using social CRM features and the Wealthbox Mobile App.

“the rate of innovation”

Matt Williams, VP at Frontier Growth, a Wealthbox growth equity investor, loves how the Wealthbox team is invested in delivering an innovative CRM built for financial advisors.

“simple, beautiful and powerful.”

Jomin Bishop, VP of Enterprise at Wealthbox, loves how the team at Wealthbox is committed to building a CRM that is easy to use and helps advisors manage their practices more efficiently.