Demand from clients for advanced planning services such as tax, estate, and insurance continues to increase. As we see many advisors recognizing the need to broaden their financial planning offering and presenting advice to clients, the age-old challenge of getting clients to act remains.
In this webinar, two advisors turned wealthtech CEOs, Andrew Altfest of FP Alpha and Adam Holt of Asset-Map, will break down the power of utilizing client deliverables and technology to not only propose planning advice to clients but also how to ensure that address the deficiencies in underserved planning areas.
Key topics to be discussed:
- What is the “Advice Gap” and incorporating a scalable solution to address it with your entire client base
- Real examples of how to successfully execute the client presentation to ensure client implementation
- The impact of advanced planning services and technology on firm profitability and efficiency
Please be sure to register and join us for an exciting dialogue between two of the industry’s most innovative advisors!
