How Advisors Use Wealthbox + WealthFeed to Prospect

Join us for a previously recorded live webinar to see how advisors who use Wealthbox and WealthFeed can easily export key data for prospects going through specific money-in-motion life events for streamlined marketing and outreach. This webinar will cover:

1. How WealthFeed equips advisors to identify and use key data points from life events for targeted client engagement.
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 allows advisors to easily sync client data from WealthFeed to Wealthbox to manage prospects effectively.
4. The benefits of the WealthFeed and Wealthbox integration, and how to get started with ease.