Presented by
Mergers can be complex, but with the right processes in place, they can also be an opportunity for growth. Join consultant Cameo Roberson as we explore how to streamline the operational side of mergers by leveraging a robust CRM. This webinar will cover the critical procedures and background processes that can make or break a successful merger.
In this webinar, you will see:
Speakers
Managing Principal
Atlas Park Consulting
Director of Business Development
Wealthbox