Streamline Your Advisory Practice with Wealthbox: Exclusive Demo

Tuesday, Feb 18, 2025 at 2:00 PM ET

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See how Wealthbox can simplify client management and enhance team collaboration for financial advisors. Learn how its intuitive design and powerful features support your practice. Join Chris Kopanski and Andrew Ladwig from Wealthbox to explore how this CRM can transform your workflow.

This webinar will cover:

  1. A walkthrough of Wealthbox’s intuitive interface and key features.
  2. How to manage client relationships and collaborate seamlessly as a team.
  3. Tools to automate workflows and streamline your daily tasks.
  4. Insights on how Wealthbox supports growth and efficiency for financial advisors.

 


Speakers

Thane R. Walton AIF®

VP – Practice Mgmt & Retirement Services

United Planners Financial Services

Chris Kopanski

Sr. Product Specialist

Wealthbox

Andrew Ladwig

Director of Business Development

Wealthbox