Redtail to Wealth Box
We are finally pulling the plug and converting to Wealth Box. Our go live date is October 14th. What should I know? What should I be doing now? I think we are in a good spot, but I am nervously excited!
0
8 comments
Kelly Allan
4
Redtail to Wealth Box
RIA Operators
skool.com/ria-os
Welcome!
👨‍👨‍👧‍👦 Network
🧠 Get advice
💻 Learn new tech
📈 Grow
Leaderboard (30-day)
powered by