Phone + SMS Integration with Weatlhbox

In case you missed it, check out this recently recorded Wealthbox webinar featuring fellow RIA Operators member

and his company CurrentClient.

In this webinar, Dustin provides a quick walkthrough of CurrentClient's phone, SMS, video, & survey capabilities and how it integrates nicely with Wealthbox.

CurrentClient also integrates with Redtail.

Check it out here: https://www.wealthbox.com/webinars/how-advisors-use-currentclient-wealthbox-to-engage-and-nurture-clients/

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