🤞 Have you signed up for our product webinar next Thursday featuring Enterprise Dashboards yet? Sign up here 👉 bit.ly/3UcUVqo

Join our experts live and get all your questions answered at our webinar with Morningstar, Inc. on Wed 4/17 at 2 PM ET. Sign up here 👉 tinyurl.com/353xpuzc

Advisors, now is your chance to see workflows in action. Don't miss out on the opportunity to see how Bento Engine Inc.'s workflow helps serve the next generation of clients! Sign up here 👉 tinyurl.com/45mrs2j4

📣 New Webinar Announced! Join Wealthbox CRM for the next webinar in our Workflow Series. This time, we're joined by Bento Engine Inc. to see their working age workflow in action! Sign up here 👉 tinyurl.com/45mrs2j4

Advisors, make sure you're signed up for our product webinar featuring Enterprise Dashboards on Thurs 4/18 at 2 PM ET 👉 bit.ly/3UcUVqo

Advisors, make sure you're signed up for our integration webinar with Morningstar, Inc. on Wed 4/17 at 2 PM ET 👉 tinyurl.com/353xpuzc

We're excited to announce a new addition to Team Wealthbox CRM: Juliet Grayburn has joined the team as an Enterprise Sales Development Representative!

🚀 Introducing Partner Workflow Libraries! Collaborating with wealthtech partners, we've rolled out pre-built templates to streamline your key processes. Read more 👉 tinyurl.com/r7kwej5f

👋 We're hosting a live webinar that will show a demo of one of our most loved features, Enterprise Dashboards. Join us on Thurs 4/18 at 2 PM ET 👉 bit.ly/3UcUVqo

We're excited to announce a new addition to Team Wealthbox CRM: Chris Garvey has joined the team as a Rev Ops Specialist!

👋 We're joining Morningstar, Inc. for a live webinar that will show a demo of our integration. Join us on Wed 4/17 at 2 PM ET 👉 tinyurl.com/353xpuzc

Our upcoming webinar with @Docupace is one you won't want to miss. Save your spot here 👉 bit.ly/3U3uOSI

⏳ Webinar today! Join @fpPathfinder and Wealthbox CRM for our presentation on optimizing client engagement at 2 PM ET. It's not too late to sign up 👉 tinyurl.com/mr2t8md8

👋 We've partnered with Morningstar, Inc. Office! Learn more about the integration with Wealthbox CRM here 👉 tinyurl.com/bdfuzz3k

🤞 Have you signed up for our webinar with @Docupace? Join us on Tues 4/16 at 2 PM ET 👉 bit.ly/3U3uOSI

👀 TOMORROW: Join @fpPathfinder + Wealthbox CRM to learn more about optimizing client engagement. Sign up 👉 tinyurl.com/mr2t8md8

⏳ Webinar Today! Featuring @Smart_Kx's pre-billing workflow template, now available within Wealthbox CRM! Join us live at 2 PM ET to see it in action. It's not too late to sign up 👉 tinyurl.com/mpeasc4

Wealthbox CRM is excited to host @fpPathfinder at our upcoming webinar. Join us Wed 4/10 at 2 PM ET 👉 tinyurl.com/mr2t8md8

👀 Tomorrow: Don't miss out on our upcoming Wealthbox CRM workflow webinar! Join us live at 2 PM ET to see how @Smart_Kx's workflow makes billing easy. Register here 👉 tinyurl.com/mpeasc4

Join us live and get all your questions answered about streamlining advisor transitions with @Docupace on Tues 4/16 at 2 PM ET. Sign up here 👉 bit.ly/3U3uOSI