Wealthbox

Mergers can be complex, but with the right processes in place, they can also be an opportunity for growth and trust. Join me and Wealthbox’s Director of Business Development Andrew Ladwig, on Wednesday, October 30th at 2 pm EST as we explore how to streamline the operational side of mergers by leveraging a robust CRM. Case studies, content and real life client examples will be shared. Register using the link below! #wealthbox #crm #financialadvisors #mergers #acquisitions #operations #atlasparkconsulting

A bestie partner in H. Adam Holt, CFP®, ChFC® from Asset-Map came by and sang tunes in Nashville at Nitrogen's Fearless Investing Summit!

⏳ Starting soon! Join CurrentClient and Wealthbox for our webinar on delivering a personalized client experience at 2 PM ET. It's not too late to sign up 👉 https://lnkd.in/gx9UDdzV

We're excited to announce a new addition to Wealthbox: Kimberly Thomas has joined the team as a QA Analyst!

Marketing is Everything with Seth Godin🎙️ Ben Carlson, CFA spoke with Seth Godin about his new book, This is Strategy, along with why everyone is in sales, how to produce good content, how to define your audience, how to avoid procrastination, marketing for introverts and more!🔥 Sponsored by: Wealthbox ▶️https://lnkd.in/enk9q6B5

We're excited to kick off this year's Nitrogen's Fearless Investing Summit! Stop by booth #314 to learn more about Wealthbox and enter for a chance to win this custom guitar! #FISummit

👀 TOMORROW: Join CurrentClient + Wealthbox to learn more about delivering a personalized client experience. Register now 👉 https://lnkd.in/gx9UDdzV

We're excited to announce a new addition to Wealthbox: Dillon Carr has joined the team as an Enterprise Customer Support Rep!

Approaching nine years at Wealthbox, I couldn’t have asked for a more rewarding journey in my professional growth. And the growth continues! We have several exciting opportunities available, so if you're ready to take the next step in your career, check out the link! https://lnkd.in/et9Rptkm

Had a fantastic time last week meeting with the talented advisors at Sanctuary Wealth! The face-to-face interactions were invaluable, and it was great to exchange ideas and strengthen relationships as we continue to collaborate. I'm excited about the future and the opportunities ahead as we work together to drive success. #Networking #Collaboration #WealthManagement