Next Podcast: The Wealth Management Firm of the Future

Next Podcast: The Wealth Management Firm of the Future

The Wealth Management Firm of the Future: Andrew Altfest on AI’s Role in the Future of Financial Advice

July 21, 2022

Artificial intelligence has become a mainstream tool everywhere, from Siri and Alexa to trend monitoring software for Netflix. How can financial advisors leverage this technology to grow their business?

In this episode of NEXT, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Andrew Altfest, President of Altfest and Founder and CEO of FP Alpha, about how technology is reshaping financial advice and the delivery of wealth management services to clients. 

Specifically, Mark and Andrew discuss:

  • How AI can be used to make complex estate planning and trust issues more efficient
  • Popular digital marketing strategies for prospecting to HNW and UHNW investors
  • How “mass personalization” will help advisors accelerate the growth of their businesses moving forward

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About Our Guest:

Andrew Altfest, CFP®, MBA is the founder and CEO of FP Alpha, the first AI-driven comprehensive financial planning solution that enables advisors to provide actionable and personalized recommendations to clients across over 15 financial planning disciplines, and is complementary to their current retirement planning software, starting where it stops.