How Reinventing Your Tech Stack Can Skyrocket Your Business

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Join us for a previously recorded live webinar to see how Level Best + Wealthbox help advisors get organized and utilize their tech stack to the fullest potential. This webinar will cover:

  1. How advisors set up their CRM properly to help keep integrated tech stack data clean for ease of use.
  2. How reevaluating processes and streamlining procedures make for a more productive workspace.
  3. The important role workflows play in the day to day management of an advisor’s business.

Speakers

Charesse Spiller

Founder of Level Best and Creator of FinOps Co-op

Level Best

Andrew Ladwig

Director of Business Development

Wealthbox

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