Investments & Advanced Planning Automation: Leveraging Upload to Insight Tech to Boost Prospect Conversion & Client Retention

Learn how financial advisors are leveraging modern technology to accelerate business development and streamline client education.

Andrew Altfest (CEO & Founder, FP Alpha)
Josh Smith (CEO & Co-founder, VRGL)

During the sebinar they cover:

  • Current gaps and common challenges advisors face
  • How VRGL and FP Alpha are helping advisors demonstrate value by enabling them to quickly provide more accurate and actionable advice
  • Real examples of how advisors are leveraging VRGL & FP Alpha’s AI-driven technology to engage prospective clients in more meaningful conversations that lead to revenue acceleration

The webinar will conclude with live Q+A with Andrew Altfest and Josh Smith.

Watch the webinar here.

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