Events. Join us to discuss the benefits and best practices of better Advisor communication with Clients and Prospects..
Webinar | Make Prospecting Easier
Date: March 1, 2023
Time: 1-130pm EST
Hosts: Neil Kapasi and Tanya Nayyer
Summary:
Prospecting is vital for Advisors, but it is often time consuming and inefficient. Join us Wednesday March 1st @ 1pm EST for 30min discussion. on how Financial Advisors are using new Automated Lead Nurturing & Prospect Intelligence technology to easily engage, understand and close prospects faster.
Webinar | Make Prospecting Easier
Date: March 1, 2023
Time: 1-130pm EST
Hosts: Neil Kapasi and Tanya Nayyer
Summary:
Prospecting is vital for Advisors, but it is often time consuming and inefficient. Join us Wednesday March 1st @ 1pm EST for 30min discussion. on how Financial Advisors are using new Automated Lead Nurturing & Prospect Intelligence technology to easily engage, understand and close prospects faster.
Webinar | Add ReachStack to Wealthbox CRM
s Date: July 20, 2022
Time: 1-130pm EST
Hosts: Chris Kopanski and Neil Kapasi
Summary:
See how to easily add ReachStack's Automated Lead Nurturing and Sales Intelligence directly to your Wealthbox CRM account.
Conference | Visit us at WealthStack
Date: June 2-4, 2022
Time: All Day
Hosts: Brendan Kenalty & Neil Kapasi
Summary:
Join us for cocktails and conversation at Wealth Management Edge and WealthStack in Hollywood Beach Florida. We look forward to meeting you!
Any questions?
Please contact us and we'd be happy to answer.
