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CRM Practice Management with Penny Phillips
Join this live webinar as the Co-Founder and President of Journey Strategic Wealth, Penny Phillips details the ins and outs of top-tier CRM practice management. Tune into her conversation with Wealthbox VP of Sales Jomin Bishop to learn more about CRM best practices and get your questions answered live.

Jan 26, 2022 02:00 PM in Eastern Time (US and Canada)

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Speakers

Penny Phillips
Co-Founder & President @Journey Strategic Wealth
Jomin Bishop
VP of Sales @Wealthbox