Sep 23 (edited) in General discussion
Open Forum Q&A for Wealthbox Users
Wealthbox users!
This open forum webinar provides an opportunity to ask questions and discuss challenges your firm is facing related to Wealthbox, Operations, and Client Service.
Register here > Webinar Registration - Zoom
Please submit your questions ahead of time here > Wealthbox / Operations/ Client Service Questions (google.com)
Hope to see you there!
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Open Forum Q&A for Wealthbox Users
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