Preparing for 2025: Enhancing Caller Experience and Client Engagement

Thursday, Jan 9, 2025 at 2:00 PM ET

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Elevate your communication strategies and provide a seamless experience for your clients with modern call management practices. Join Intulse and Wealthbox as we dive into best practices for improving caller interactions and enhancing advisor-client relationships.

This webinar will cover:

  1. How to streamline call management to create a more professional experience.
  2. Best practices for integrating communication tools with Wealthbox.
  3. Tips for reducing missed opportunities and improving client satisfaction.
  4. How Wealthbox and Intulse work together to simplify client engagement and follow-ups.

Speakers

Keith Goodling

VP of Sales & Marketing

Intulse

Jenna Ghibaudy

Product Specialist

Wealthbox