Jy Corbett
Comments Off on Jy CorbettThe demo is starting soon…
An overview of Wealthbox CRM
September 19th 2024
Presented by
Jy Corbett
Managing Director
The demo is starting soon…
September 19th 2024
Presented by
Jy Corbett
Managing Director
Jack McCormack
Managing Director at Sanctuary Wealth
425 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 2023
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…
September 19th 2024
Presented By
Jenna Ghibaudy
Wealthbox Support
Jack McCormack
Managing Director at Sanctuary Wealth
425 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 2023
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…
September 19th 2024
Presented by
Harriman Chiang
Account Executive
Jack McCormack
Managing Director at Sanctuary Wealth
425 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 2023
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…
September 19th 2024
Presented by
Earl Mason
Account Executive
Jack McCormack
Managing Director at Sanctuary Wealth
425 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 2023
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 event is starting soon…
September 19th 2024
Presented by
Corey Thomas
Account Executive
Jack McCormack
Managing Director at Sanctuary Wealth
425 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 2023
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…
September 19th 2024
Presented by
Collin Gallagher
Sr. Account Executive
Jack McCormack
Managing Director at Sanctuary Wealth
425 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 2023
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…
September 19th 2024
Presented by
Chris Kopanski
Sr. Product Specialist
Jack McCormack
Managing Director at Sanctuary Wealth
425 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 2023
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…
September 19th 2024
Presented by
Angelica Nguyen
Product Specialist
Jack McCormack
Managing Director at Sanctuary Wealth
425 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 2023
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…
September 19th 2024
Presented by
Chris Kopanski
Senior Product Specialist
Jack McCormack
Managing Director at Sanctuary Wealth
425 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 2023
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…
September 19th 2024
Presented by
Amber Foreman
Wealthbox Support
Jack McCormack
Managing Director at Sanctuary Wealth
425 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 2023
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…
September 19th 2024
Presented by
Bobby Howell
Account Executive
Jack McCormack
Managing Director at Sanctuary Wealth
425 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 2023
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…
September 19th 2024
Jack McCormack
Managing Director at Sanctuary Wealth
425 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 2023
Time is Money…
In Salesforce, it takes 8 clicks to add a note to a contact record. In Wealthbox, it takes just 2 clicks!