In this episode, host Jason Pereira talks to Andrew Altfest – Founder and CEO of FP Alpha, CFP and President of Altfest Personal Wealth Management. FP Alpha is an AI-driven comprehensive wealth management solution that helps advisors identify actionable recommendations to clients in a scalable, intelligent, and cost-efficient manner.

“Financial planning” is a broad umbrella term and can be somewhat ambiguous, covering everything from saving for retirement, Social Security optimization, paying for college, buying a house and much more. And most holistic focused advisors are able to address these issues.

In my 20-plus years as an advisor, one of the most significant ongoing challenges has been proving my value as a financial planner before a prospect commits to becoming a client…

We’ve also leveraged technology to continually upgrade the level of service we provide for our clients, without massively increasing the workload of our advisors. Our focus has been on products and solutions that allow us to provide customization at scale, or mass customization…

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. The biggest movement is toward holistic financial planning, where advisors have their hands in everything from estate planning…

There’s a proposal currently making its way through the halls of Washington that would dramatically affect estate planning. It’s critical that advisors understand how it might impact their clients.