This installment of Advisor Speed Demos from FinancialAdvisor.TV features Wealthbox, a modern CRM for Financial Advisors. Wealthbox is CRM you’ll actually enjoy. Powerful and beautiful, Web-based and secure with no training required.
Learn More about Wealthbox: https://www.wealthbox.com
Demo Sponsor:
Capital Wealth Planning: https://capitalwealthplanning.com
Presenter: Jomin Bishop, VP of Sales at Wealthbox
Host: Gwynneth Shipley, Producer at FinancialAdvisor.TV
Learn more about Advisor Speed Demos from FinancialAdvisor.TV: http://www.advisorspeeddemos.com
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