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Scaling the Unscalable: How AI is Assisting Advisors in Providing Advanced Planning to Their Entire Client Base

In this webinar, industry leader, Suzanne Siracuse, sits down with Andrew Altfest, President of Altfest Personal Wealth Management and CEO of FP Alpha, and fintech expert, Joel Bruckenstein, President of T3, to discuss how advisors, with the use of new AI driven tools, can provide automated advanced planning services to their clients in a scalable and efficient way.

Specifically, they address:

View the webinar here.