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

Kelsey Johnson

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.

Kelsey Johnson

Kelsey Johnson is the marketing manager at She is a legal tech expert focused on helping solos and small firms with their practices through tech-enabled operations, digital marketing, and communications.

Try for free

Accelerate growth with live receptionists and AI. Get a 20-call/20-chat trial now!

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

Share this on Twitter | Facebook