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Wealthbox a Modern CRM Built for Financial Advisors (guest Steve Carroll, Head of Product & Operations at Wealthbox)
Don Anders sits down with Steve Caroll who's the Head of Product & Operations at Wealthbox.
Wealthbox is a modern CRM (client relationship manager) built for financial advisors. Don and Steve talk about what makes Wealthbox different from the other CRM's out there and some easy to use features for financial advisors.
If you'd like to try out Wealthbox you can try it for free here: https://www.wealthbox.com/, and Make sure that you use the discount code "MFA2021" for 10% off.
Join our Private Facebook Marketing Group CLICK HERE
Learn more about Advisor's Platform: CLICK HERE
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By Don AndersDon Anders sits down with Steve Caroll who's the Head of Product & Operations at Wealthbox.
Wealthbox is a modern CRM (client relationship manager) built for financial advisors. Don and Steve talk about what makes Wealthbox different from the other CRM's out there and some easy to use features for financial advisors.
If you'd like to try out Wealthbox you can try it for free here: https://www.wealthbox.com/, and Make sure that you use the discount code "MFA2021" for 10% off.
Join our Private Facebook Marketing Group CLICK HERE
Learn more about Advisor's Platform: CLICK HERE