VIDEO: How to Use Virtual Receptionists with your CRM to Run a More Productive Financial Advisory Firm

Watch this recorded webinar with Chris Kopanski, senior product specialist at Wealthbox, and Maddy Martin, head of growth and education at, to learn all about how to use to benefit your financial advisory firm. Additionally, financial advisors will learn how to integrate's virtual receptionist service with their Wealthbox CRM to create better processes and workflows.

Watch the webinar here

Get Started with and Wealthbox’s answering service for financial advisors is here to help you capture and qualify leads, intake clients, better serve existing clients, and run a more efficient financial advisory firm in general. New customers can try our 20-call / 14-day free trial or call us Monday – Friday, 5am – 6pm PT at (650) 727-6484. Email us at

If you're currently a customer, a Wealthbox customer, or both, learn about easily integrating the two platforms.

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Contact our sales team today at (650) 727-6484 or schedule a call.

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