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Finally! A CRM for Financial Advisors That is Super Easy, Powerful, and Affordable

Wealthbox CRM for Financial Advisors

For those of you that don’t know about Wealthbox, it’s a new web-based CRM system for advisors that launched this earlier year. It’s known for its hyper simplicity and “social design.” It kind of reminds me of being on Facebook. Super easy to find things, super easy to add things, to find people, etc.

There’s no training required with Wealthbox CRM, you just sign up and go. With its modern Facebook-style “activity stream” you can also internally collaborate with your assistant or partners, and everyone can see what new CRM updates are happening. Wealthbox even integrates externally your social network accounts in private activity streams to monitor the life events of your prospects and clients online.

My good friend Jason Wenk, head of Retirement Wealth Advisors, is a Wealthbox CRM user and has said, “Wealthbox reminds me of when I got my first iPhone. It’s an incredibly simple yet powerful platform for my firm.” 

With the new feature of “automated workflows” advisors can easily automated *and* collaborate on various routine processes that happen in your firm – like new client on-boarding. That’s what’s unique about Wealthbox: advisors can privately collaborate with CRM activity, such as automated workflows. From monitoring firm activity, commenting on updates, coworkers notifications, to even emoji messaging to add some team spirit, Wealthbox adds the human, collaborative touch to rote software rules for a compelling user-experience.

Wealthbox CRM is made by Gotham Tech Labs in New York City. John Rourke and his team up there have a lot of career experience in CRM technology so you might want to check Wealthbox CRM out today.

Remember to enter the referral code “JOE” when you get your free 30-day trial.

Why are automated workflows in Wealthbox CRM good for advisors?

  1. Increases efficiency and productivity in your practice.
  2. Assists in compliant activity and advisor accountability in your firm.
  3. Provides a consistent user-experience in the servicing of prospects and clients.
  4. Adds a sense of mission and fosters teamwork for your firm.
  5. From Wealthbox’s point of view, it amplifies the social, collaborative features in Wealthbox such as the activity stream, workflow commenting, and coworker notifications.

So again, go to come for a free trial with that referral code JOE.

Here is the 90-second Wealthbox video that I mentioned:

(Click the “Full Screen” button  next to “HD” in the play bar after you hit Play)

P.S. – If you are a financial professional and you still don’t have a CRM in place, I sincerely urge to get one ASAP. Even if you don’t use Wealthbox, get some CRM help somewhere. It could be the biggest game-changer for your practice to date.

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Fernando Godinez

Fernando Godinez is the CEO of Advisor Internet Marketing. He’s been the architect behind some of the top financial advisors online presence in the country and help them triple their practice through online lead generation. Over the past few years he has been responsible for generating over 500k leads through online marketing and lead generation campaigns for independent financial advisors.

  • Gina
    12:42 PM, 13 May 2015

    Thanks for the review, Joe. I’m going to start a free trial soon. I just wanted to let you know that you have a typo in the P.S. part of this post. “biggest game-changer for youy practice” instead of “your practice.” (I’m married to a marketing guy — I know you want to know those things so you can fix them.) Thanks again for the great review.

    • Fernando Godinez
      2:36 PM, 14 May 2015

      Gina, thank you for your comment and for pointing out that typo. You’re awesome!

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