Andrew Altfest

President of and Founder/CEO of @_FPAlpha

[Andrew Altfest @AAltfest]

@taxtherapist505 @seattle_tax This is the talk description https://t.co/94qUWH3P5H

The talk will be 1. How AI will change the profession -> 2 Use cases for improving revenue and saving time -> 3. Specific technology you can utlize today

[Andrew Altfest @AAltfest]

@seattle_tax I have not met a tax professional who has gone as deep with AI technology as you @seattle_tax
And you’re killing it

AI and Financial Planning at #AICPA Engage is going to be 🤩

https://t.co/94qUWH3P5H

[Andrew Altfest @AAltfest]

@MichaelKitces Spotting these opportunities identifies early wins with prospects and accelerates conversions. I have experienced this firsthand…almost always desired from prospects and underplanned b/c tax planning is overlooked.

[Andrew Altfest @AAltfest]

A good quick summary of separate financial planning fees and advisor experience with each by Justin Duft @CommonwealthFN . Success requires advisors to "Create a robust planning process that brings a lot of value to the client." https://t.co/6f4ae5Ffzt @BobVeres @Value_Strat

[Andrew Altfest @AAltfest]

Pleased to contribute the lead article for @FAmagazine ‘Improve the intersection of expert advice and #technology you offer, in a way that helps you attract and scale more #NextGen business.’

https://t.co/W32PMCrRCk

[Andrew Altfest @AAltfest]

Interesting article by @slsteinberger about financial planning tools as lead generators. Given the growth of lead gen tools wonder if we will see more advisory firms add full-time sales people just focused on prospecting digital leads. https://t.co/lt8bATgCMZ

[FP Alpha @_FPAlpha]

Is CRM Becoming The New Advisor Hub? https://t.co/AHlXnE8Tbj @MichaelKitces @craigiskowitz @RedtailCRM @redtailtech #wealthtech #fintech #financialadvisors

[FP Alpha @_FPAlpha]

Three Tips for Advisors to Grow their Business: https://t.co/Rj0E3tNqYk @investmentnews @BenjiWriter

#financialadvisors #fintech

[FP Alpha @_FPAlpha]

The real opportunity for business growth for advisors today lies in digital marketing. Do you agree? Other areas? https://t.co/xyToH6gW05 @FinTechie @suzsiracuse @FAmagazine #wealthtech #fintech #financialadvisors

[FP Alpha @_FPAlpha]

The real opportunity for business growth for advisors today lies in digital marketing. Do you agree? https://t.co/xyToH6gW05 @FAmagazine @FinTechie @suzsiracuse #wealthtech #fintech #financialadvisors

[FP Alpha @_FPAlpha]

Scaling Financial Planning through Technology. Let us know what you think! https://t.co/2Af26MXB2E @FinTechie @suzsiracuse @gspitzner #financialplanning #wealthtech

[Andrew Altfest @AAltfest]

Speaking tomorrow at @napfa Fall conference with @fintechie Joel Bruckenstein on using tech to better serve clients. @suzsiracuse #wealthtech #fintech #financialadvisors

[FP Alpha @_FPAlpha]

Advisor Fintech Map: New category Advice Support https://t.co/JyHsYT5Cpn @MichaelKitces @craigiskowitz @_FPAlpha @AAltfest @GrossbergJosh #wealthtech #fintech #financialadvisors

[Andrew Altfest @AAltfest]

Loved participating in the #XYPNLIVE virtual event. Some great conversations and networking.

Thanks @R_Alan_Moore!

#fintech #nextgen

[FP Alpha @_FPAlpha]

Three Tips for Advisors to Grow their Business https://t.co/Rj0E3tNqYk @investmentnews @BenjiWriter #financialadvisors #fintech

[FP Alpha @_FPAlpha]

Maximizing tech will free up advisor's time to better serve clients https://t.co/T7ENOzwSyH @FAmagazine @FinTechie @suzsiracuse @AAltfest #wealthtech #fintech #financialadvisors

[FP Alpha @_FPAlpha]

The real opportunity for business growth for advisors today lies in digital marketing. Do you agree? https://t.co/xyToH6gW05 @FAmagazine @FinTechie @suzsiracuse #wealthtech #fintech #financialadvisors

[FP Alpha @_FPAlpha]

.@BobVeres' view on our AI powered tool and how it assists advisors in areas that they normally don't specialize in - https://t.co/lXxsojRJxq @FinTechie @t3techhub #financialadvisors #fintech

[FP Alpha @_FPAlpha]

Great article in @barronsonline discussing the importance digital marketing for advisors and nice mention of @_FPAlpha - https://t.co/TZLK9QujWo @FinTechie @suzsiracuse @SamanthaTwenty @JudMackrill #wealthtech #fintech #financialadvisors

[Andrew Altfest @AAltfest]

Excited to present my thoughts on How to leverage tech to grow and scale your practice on Oct 7th with @robertsofia and @suzsiracuse - https://t.co/M9TnIssldu @SnappyKraken @marieswift @AdvPerspectives #wealthtech #fintech #financialadvisors