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Updated: May 16, 2023

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:

Demo Sponsor:

Capital Wealth Planning:

Presenter: Jomin Bishop, VP of Sales at Wealthbox

Host: Gwynneth Shipley, Producer at FinancialAdvisor.TV

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