Word on the street.

Webinar: cutting through the noise with a personalized approach

A CurrentClient and Wealthbox webinar on delivering a personalized client experience that earns referrals and scales your practice

CurrentClient + Wealthbox · Jun 12, 2026

Call pop for advisors: know who's calling before you say hello

Call pop surfaces the client's name and key details the moment the phone rings, so highlights show first instead of you scrambling through your CRM mid-call

CurrentClient · May 19, 2026

Webinar: client communication and compliance with Slant CRM

Our webinar with Slant CRM on how financial advisors can keep client conversations compliant without slowing down

CurrentClient + Slant CRM · Apr 21, 2026

Why your advisor calls get flagged as spam (and how to fix it)

Calls showing up as Spam Likely? Here's what actually controls caller ID, why new business numbers get flagged, and how to avoid it

CurrentClient · Apr 2, 2026

The MyRepChat alternative built around whether advisors actually use it

Comparing MyRepChat alternatives? See how CurrentClient approaches compliant texting through advisor adoption, modern AI, and native message capture

CurrentClient · Mar 24, 2026

Should advisors use a business number or their personal cell?

Business number vs personal cell for financial advisors: the privacy, continuity, and compliance tradeoffs that decide which line your clients should have

CurrentClient · Jan 8, 2026