I believe time is the most valuable resource in wealth management. But too often, it gets consumed by tasks that don’t directly serve clients. Tax returns, insurance policies, and estate documents demand hours of review, leaving less room for the conversations that matter most…
The $1M Discrepancy: How FP Alpha Helped Us Catch an Estate Document Inconsistency Before it Became a ProblemAt Burt Wealth Advisors, we’ve always believed that technology should enhance, not replace, the human touch in financial planning. A recent experience reminded me just how powerful that combination can be…
Three Estate Planning To-Dos For Before Year’s EndWe’re AI optimists when it comes to financial advice — here’s whySoftware tools for getting tax planning done with Andrew AltfestAn AI Solution For Personalized AdvisingIn today’s podcast, Doug talked with Andrew about his background and how he got the idea for this innovative product. They also discussed: Andrew’s background growing up in a family of advisors, the solutions FP Alpha provides to advisors and the journey of its creation, why tax planning and estate planning are key areas to providing holistic advice, and more.
