top of page
Best-In-Class CRM & Client Touchpoint System
wealthbox-logo-dark (3).png
Resilient Logos (27).png

Watch The Webinar:  LINK

wealthbox_devices.png
wealthbox-logo-dark (3).png

Best-In-Class CRM

The backbone of your tech stack

Robust mobile application

Serves as the operating system of your business

Systematizes client communications

Screen Shot 2019-11-16 at 7.18.23 PM.png
Screen Shot 2019-11-16 at 7.18.42 PM.png
Screen Shot 2019-11-16 at 7.19.33 PM.png
Screen Shot 2019-11-16 at 7.18.53 PM.png
Screen Shot 2019-11-16 at 7.19.05 PM.png
Screen Shot 2019-11-16 at 7.19.13 PM.png
Screen Shot 2019-11-16 at 7.21.55 PM.png
Screen Shot 2019-11-16 at 7.21.48 PM.png
Screen Shot 2019-11-16 at 7.19.47 PM.png

The AB Touchpoint Client System™

Ecover_The AB Client Touchpoint System (

A Four Step Process To A Robust Client Experience 

  1. We build a quantitative analysis of your book.

  2. Households are segmented into A, B adn Z's.

  3. The advisor makes the subjective changes to the segmentation.

  4. We build the touchpoints into your Wealthbox.

The AB Touchpoint System is implemented in your Wealthbox 

Wealthbox Proposal And Pricing2.png

Pricing

Firm Level Wealthbox Set-up: $1,000*

AB Client Touchpoint System Integration: $1,000 per advisor

Assistant Wealthbox Training: $250 

*Does not include Wealthbox charges

Download The Brochure

Untitled design - 2020-01-22T164051.845.

I personally lead each client engagement and offer a 100% money-back guarantee. 

bottom of page