ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "Amazing Power of Wealthbox CRM"
Episode Synopsis
In this episode, Osaic's Mark Matheny sits down with Director of Business Development Andrew Ladwig as he shares the amazing powers of Wealthbox CRM. Hear how to use Wealthbox as the hub of your business for advisors and their staff. Andrew shares insights into task management, client meeting confirmations and other ways to enrich your client relationships.
More episodes of the podcast Osaic Technology Podcast
Technology Expands Your Business
22/09/2025
Integrations: Helpful Definitions and More
03/09/2025
YCharts for Investment Research
18/08/2025
Handling Life Events with Technology
16/06/2025
In God we trust