Social engagement
Social engagement: 983 social following, 6 posts in the last 12 months — above the industry median.
Recent activity
29 Jun 2026
Event
Free 60-minute webinar with Dr Craig West — Founder of Capitaliz and Succession Plus
27 May 2026
Event
Capitaliz Advisors Bootcamp
26 May 2026
Event
free info session detailing launch of new bootcamp