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