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The IFP + Wealthbox CRM Partnership: What it Means to IFP Advisors
Join senior managers of IFP and Wealthbox as we discuss this technology partnership and demonstrate Wealthbox CRM. Attendees will also see how customized workflows, published by IFP, can be used and further modified in Wealthbox CRM workspaces. Also, attendees will learn the easy migration path to switch to Wealthbox CRM.

Jan 15, 2019 03:00 PM in Eastern Time (US and Canada)

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