Artwork

Content provided by Osaic. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Osaic or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
Player FM - Aplicație Podcast
Treceți offline cu aplicația Player FM !

Amazing Power of Wealthbox CRM

21:42
 
Distribuie
 

Manage episode 377090988 series 2935250
Content provided by Osaic. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Osaic or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

In this episode, Osaic's Mark Matheny sits down with Director of Business Development Andrew Ladwig as he shares the amazing powers of Wealthbox CRM. Hear how to use Wealthbox as the hub of your business for advisors and their staff. Andrew shares insights into task management, client meeting confirmations and other ways to enrich your client relationships.

  continue reading

79 episoade

Artwork
iconDistribuie
 
Manage episode 377090988 series 2935250
Content provided by Osaic. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Osaic or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

In this episode, Osaic's Mark Matheny sits down with Director of Business Development Andrew Ladwig as he shares the amazing powers of Wealthbox CRM. Hear how to use Wealthbox as the hub of your business for advisors and their staff. Andrew shares insights into task management, client meeting confirmations and other ways to enrich your client relationships.

  continue reading

79 episoade

Tous les épisodes

×
 
Loading …

Bun venit la Player FM!

Player FM scanează web-ul pentru podcast-uri de înaltă calitate pentru a vă putea bucura acum. Este cea mai bună aplicație pentru podcast și funcționează pe Android, iPhone și pe web. Înscrieți-vă pentru a sincroniza abonamentele pe toate dispozitivele.

 

Ghid rapid de referință