Collin Gallagher
Comments Off on Collin GallagherThe demo is starting soon…
An overview of Wealthbox CRM
March 16th 2025
Presented by

Collin Gallagher
Sr. Account Executive
The demo is starting soon…
March 16th 2025
Presented by
Collin Gallagher
Sr. Account Executive
Jack McCormack
Managing Director at Sanctuary Wealth
Over 500 users on Wealthbox
Rachel Daniels
Avidian Wealth
50 users on Wealthbox
Charlie Rocco
MONECO Advisors
Source: Kitces AdvisorTech Report, August 2023
Source: T3 / Inside Information Survey, January 2024
Source: T3 / Inside Information Survey, March 2025
Time is Money…
In Salesforce, it takes 8 clicks to add a note to a contact record. In Wealthbox, it takes just 2 clicks!The demo is starting soon…
March 16th 2025
Presented by
Chris Kopanski
Sr. Product Specialist
Jack McCormack
Managing Director at Sanctuary Wealth
Over 500 users on Wealthbox
Rachel Daniels
Avidian Wealth
50 users on Wealthbox
Charlie Rocco
MONECO Advisors
Source: Kitces AdvisorTech Report, August 2023
Source: T3 / Inside Information Survey, January 2024
Source: T3 / Inside Information Survey, March 2025
Time is Money…
In Salesforce, it takes 8 clicks to add a note to a contact record. In Wealthbox, it takes just 2 clicks!The demo is starting soon…
March 16th 2025
Presented by
Angelica Nguyen
Product Specialist
Jack McCormack
Managing Director at Sanctuary Wealth
Over 500 users on Wealthbox
Rachel Daniels
Avidian Wealth
50 users on Wealthbox
Charlie Rocco
MONECO Advisors
Source: Kitces AdvisorTech Report, August 2023
Source: T3 / Inside Information Survey, January 2024
Source: T3 / Inside Information Survey, March 2025
Time is Money…
In Salesforce, it takes 8 clicks to add a note to a contact record. In Wealthbox, it takes just 2 clicks!The webinar is starting soon…
March 16th 2025
Presented by
Chris Kopanski
Senior Product Specialist
Jack McCormack
Managing Director at Sanctuary Wealth
Over 500 users on Wealthbox
Rachel Daniels
Avidian Wealth
50 users on Wealthbox
Charlie Rocco
MONECO Advisors
Source: Kitces AdvisorTech Report, August 2023
Source: T3 / Inside Information Survey, January 2024
Source: T3 / Inside Information Survey, March 2025
Time is Money…
In Salesforce, it takes 8 clicks to add a note to a contact record. In Wealthbox, it takes just 2 clicks!The demo is starting soon…
March 16th 2025
Presented by
Amber Foreman
Wealthbox Support
Jack McCormack
Managing Director at Sanctuary Wealth
Over 500 users on Wealthbox
Rachel Daniels
Avidian Wealth
50 users on Wealthbox
Charlie Rocco
MONECO Advisors
Source: Kitces AdvisorTech Report, August 2023
Source: T3 / Inside Information Survey, January 2024
Source: T3 / Inside Information Survey, March 2025
Time is Money…
In Salesforce, it takes 8 clicks to add a note to a contact record. In Wealthbox, it takes just 2 clicks!The demo is starting soon…
March 16th 2025
Presented by
Bobby Howell
Account Executive
Jack McCormack
Managing Director at Sanctuary Wealth
Over 500 users on Wealthbox
Rachel Daniels
Avidian Wealth
50 users on Wealthbox
Charlie Rocco
MONECO Advisors
Source: Kitces AdvisorTech Report, August 2023
Source: T3 / Inside Information Survey, January 2024
Source: T3 / Inside Information Survey, March 2025
Time is Money…
In Salesforce, it takes 8 clicks to add a note to a contact record. In Wealthbox, it takes just 2 clicks!The demo is starting soon…
March 16th 2025
Jack McCormack
Managing Director at Sanctuary Wealth
Over 500 users on Wealthbox
Rachel Daniels
Avidian Wealth
50 users on Wealthbox
Charlie Rocco
MONECO Advisors
Source: Kitces AdvisorTech Report, August 2023
Source: T3 / Inside Information Survey, January 2024
Source: T3 / Inside Information Survey, March 2025
Time is Money…
In Salesforce, it takes 8 clicks to add a note to a contact record. In Wealthbox, it takes just 2 clicks!