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T3 Survey: Share Your Opinion of FP Alpha

T3 Survey: Share Your Opinion of FP Alpha! We invite you to take the T3/Inside Information Software Survey.
Please note that FP Alpha is listed under Financial Planning Software (Q8), Retirement Distribution Planning Tools (Q10), Estate Planning Tools (Q12), Tax Planning Software (Q14), and Digital Marketing Tools (Q76).
Enjoy a $5 Starbucks gift card on us when you fill out the survey. Send a screenshot of your completed survey to survey@fpalpha.com to claim your gift.

Four Financial Advisor Trends Reshaping #AdvisorTech

Four Financial Advisor Trends Reshaping #AdvisorTech Kitces.com – (January 2022)

The Latest In Financial #AdvisorTech (January 2022)

The Latest In Financial #AdvisorTech (January 2022) Kitces.com – (January 2022)

How Proving Your Planning Value Upfront Boosts Prospect Conversion Rates

How Proving Your Planning Value Upfront Boosts Prospect Conversion Rates AdvisorPerspectives – (January 2022)

Some Advisors Breathe Sigh Of Relief As Build Back Better Fails

Some Advisors Breathe Sigh Of Relief As Build Back Better Fails FA Mag – (December 2021)

FP Alpha launches a new prospecting tool to help advisors find new planning opportunities more quickly

FP Alpha launches a new prospecting tool to help advisors find new planning opportunities more quickly Kitces – (December 2021)

Building A Tech Stack That Empowers Opportunities To Scale And Grow

Building A Tech Stack That Empowers Opportunities To Scale And Grow FA Mag – (December 2021)