Wealthbox and StratiFi: How to Win More Clients – Key Steps for Advisors
Discover the essential steps advisors can take to build a robust prospecting process and how to implement them using the Wealthbox and StratiFi integration. This webinar will specifically address how combining risk analysis with a robust CRM can be used to grow your book using StratiFi PRISM Ratings™ with Wealthbox.
Presentors are Chris Kopanski, Senior Product Specialist at Wealthbox and Akhil Lodha, Co-Founder and CEO here at StratiFi.
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