Tag: Wins

Wealth Management

Heat Wins: Learn how to Discover Extra Heat Leads with AI-Powered Prospecting

October 19, 2024
James

Be part of our webinar to find a brand new period of prospecting with AI-powered instruments…

Wealth Management

Centurion Asset Administration’s Huge Wins: Award-Successful Methods and Future Outlook

September 19, 2024
James

On this version of WPTV, we sat down with Greg Romundt, President and CEO of Centurion…

Financial Advisor

[NEWS] Snappy Kraken Wins 4th Consecutive Martech Breakthrough Award

September 4, 2024
James

  ORMOND BEACH, Fla., August 11, 2022 – Snappy Kraken, the award-winning MarTech chief serving monetary…