While baby boomers can be slower to embrace technology, younger investors tend to seek out and prefer tech-focused services and providers. This preference for technology is something advisors should lean into to connect with younger generations of investors.

Andrew Altfest has had a unique journey through the advisory profession. He joined the firm founded by his father, Lew Altfest, and rose to become president of Altfest Personal Wealth Management. He then founded the technology firm, FP Alpha, and became its CEO. Andrew will walk us through his journey to become an advisor and how that experience led to the creation and evolution of FP Alpha. The expectations of advisors and their clients continue to change, which is what led to the introduction of advanced technologies based on AI. This allows firms to scale their practices with innovative technologies.

Most prospecting tools are investment-focused or provide only a hint of a true holistic financial planning process. As more prospects demand comprehensive advice, advisors need to demonstrate how they provide this. And that is difficult to do BEFORE someone is an actual client. But new, more efficient tools and processes allow advisors to do just that.

In this webinar, Andrew Altfest, CFP, President of Altfest Personal Wealth Management, and Founder of FP Alpha, and Josh Grossberg, Director of Business Development of FP Alpha will:

• Share how he and his team have implemented AI-powered technology to obtain instant, automated and actionable planning insights for prospects.
• How they now tailor their sales efforts based on those recommendations.
• Provide real examples and use cases of how this process has proven to increase close rates.
• Address how advisors can achieve results starting with basic insights into a prospect’s situation by utilizing a custom discovery process that delivers a financial wellness score and specific planning opportunities unique to each prospect…all at scale!
• Don’t miss this opportunity to elevate your current prospecting processes

Since implementing new software, we’ve tripled our conversion rate with new prospects and dramatically shortened our sales cycle.

How can we quantify the value of our advice across the board? We can quantify the value of investing, but our tools are not aligned with the shifting advisor value proposition.

This is where the evolution happens, and a firm innovates to thrive in the future.

The pandemic has driven home the importance of having the latest technology to communicate and thrive in today’s world. Advisors large and small have incredible tech choices that can help them quickly and effectively gain insight on clients and prospects as well as provide them with a host of valuable services. Hear from leading advisor tech providers on the latest tools that every advisor should consider if they want a competitive advantage while building a business for the future.