Phone + SMS Integration with Weatlhbox
In case you missed it, check out this recently recorded Wealthbox webinar featuring fellow RIA Operators member @Dustin Belliston and his company CurrentClient. In this webinar, Dustin provides a quick walkthrough of CurrentClient's phone, SMS, video, & survey capabilities and how it integrates nicely with Wealthbox. CurrentClient also integrates with Redtail. Check it out here: https://www.wealthbox.com/webinars/how-advisors-use-currentclient-wealthbox-to-engage-and-nurture-clients/