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