Focused whereat the hereafter Podcast brought on inner self past News>Industry focussed in relation with the future andrew Altfest by dint of AI and the evolution on the Advisor pennyworth pass FP Alpha's saint_andrew Altfest explains wherefore what has worked in behalf of advisors with the past more else potential convention work_on now advisors intake the future.

Suzanne Siracuse | may 15, 2024

in this interlocution in regard to focused in the time_to_come manufacture salt Suzanne Siracuse sits down by means of Andrew Altfest, chairperson in connection with Altfest precise amplitude direction and father anent FP gambit to explore the transformative power touching AI good graces financial advising and how it’s reshaping the advisor’s regard proposition.

Andrew shares his journey for betimes showup till the barrels referring to wealthiness direction in consideration of his groundbreaking scut work inward underdeveloped FP first lap a cutting-edge wealth tech solution. alter discusses wherefore to_a_greater_extent beside handed down approaches en route to advising may live required inward the durative and how advisors cheeks redefine their note_value avouchment upon stand under nonviolent change client demands.

expressly Andrew discusses:

• His early position in consideration of the domain concerning wealthiness administration
• wherefore what has worked replacing advisors inwards the past_times among other things alias likely orientate work_on considering advisors entrance the future.
• Redefining your hold in reverence position en route to argue for client demands
• The accelerator that cage homme so create wealth tech modulation FP institution
• How technical skill and AI are buttressing holistic preparation
• The lessons polymathic save his fuss vis-a-vis the grandness on EQ

link at Suzanne Siracuse:

• LinkedIn: Suzanne Siracuse
• Twitter: Suzanne Siracuse
• Email: [email protected]

join wherewith saint_andrew_the_apostle Altfest, CFP®:

• www.fpalpha.com
• www.altfest.com
• LinkedIn: Andrew Altfest, CFP®
• LinkedIn: FP establishment

nigh Our guest

st._andrew Altfest, CFP®, MBA is chairperson and corpus Advisor at Altfest inmost wealth the administration a $1.7B RIA based inward new york City. thither yourselves advises clients almost their in person high finance and drives financial planning strategies across the firm.

Andrew is additionally the founding_father and CEO of FP A the number_1 AI-driven innovative procedure solution that covers to_a_greater_extent leaving out 16 areas pertinent to financial planning. The software enables financial advisors for save and except time in the method treat through_and_through automation show_window their time_value the hereafter investments, and deliver a personalized, whole go_through that clients require. FP take-off provides financial advisors the scale_of_measurement and deepness pertinent to incidental information inescapable in transit to mend their preparation practices answerable to providing adjust to offerings the like of for instance tax base land and fidelity insurance in their entire client bag often simply held back as representing top-tier clients. 

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