Join Andrew Altfest and Dillon Gilpatrick for a deep dive into the new Prospect Accelerator tool. They will show you how to customize your settings, review what a prospect sees, and how that prospect is displayed on your client list.
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.
