recorded Webinar Integration Demos

How Advisors Use the New Wealthbox + LPL ClientWorks Integration

Presented by

Agenda

Join us for a previously recorded live webinar to see how the new integration between LPL ClientWorks and Wealthbox helps advisors grow and manage their practices. This webinar will cover:

  1. How LPL’s ClientWorks platform helps financial advisors run their business more efficiently.
  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 between ClientWorks and Wealthbox provides advisors with the ability to see client account information and demographic data in Wealthbox.
  4. The benefits of the Wealthbox and LPL ClientWorks integration, and how to get started with ease.

Speakers

Chris Kopanski

Sr. Product Specialist

Wealthbox

Zarina Kurpjuweit

Product Owner

LPL Financial

“CRM is an important part of an advisory firm’s operations, powering everything from internal collaboration to client service to record-keeping and compliance. By integrating Wealthbox and ClientWorks, we are giving advisors more choices to select the right technology to provide superior client experiences and grow their businesses.”

Sumeer Kapila

Vice President of Product Management at LPL Financial

View All Webinars