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The AB Client Touchpoint System + CRM with Jay Coulter
Join us for this live webinar to hear from Resilient Advisor President and Wealthbox power user, Jay Coulter, along with Wealthbox VP of Sales, Jomin Bishop. Tune in while the CRM experts show how to build an effective and repeatable client communication system within Wealthbox. Sign up now and you'll receive a free copy of the system to implement in your Wealthbox instance.

Feb 9, 2022 02:00 PM in Eastern Time (US and Canada)

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Jay Coulter
President @Resilient Advisor
Jomin Bishop
VP of Sales @Wealthbox