In this episode of Focused on the Future, industry veteran Suzanne Siracuse sits down with Andrew Altfest, president of Altfest Personal Wealth Management and founder of FP Alpha, to explore the transformative power of AI in financial advising and how it’s reshaping the advisor’s value proposition. Specifically, Andrew discusses: His early exposure to the world … <a class="btn btn-default" href="https://focusedonthefuture.blubrry.net/2024/05/15/andrew-altfest-ai-and-the-evolution-of-the-advisor-value-proposition/"> Read More Read More</a>

In this episode of Focused on the Future, industry veteran Suzanne Siracuse sits down with Andrew Altfest, president of Altfest Personal Wealth Management and founder of FP Alpha, to explore the transformative power of AI in financial advising and how it’s reshaping the advisor’s value proposition. Specifically, Andrew discusses: His early exposure to the world … Read More Read More

In this episode of Focused on the Future, industry veteran Suzanne Siracuse sits down with Andrew Altfest, president of Altfest Personal Wealth Management and founder of FP Alpha, to explore the transformative power of AI in financial advising and how it’s reshaping the advisor’s value proposition. Specifically, Andrew discusses: His early exposure to the world … <a href="https://focusedonthefuture.blubrry.net/2024/05/15/andrew-altfest-ai-and-the-evolution-of-the-advisor-value-proposition/" rel="noopener noreferrer"> Read More Read More</a>

Andrew Altfest:  AI and the Evolution of the Advisor Value Proposition

Focused on the Future provides keys to building a profitable, sustainable, and impactful business. Suzanne Siracuse is excited to be partnering with WealthManagement.com on a podcast that focuses on what successful firms need to embrace to ensure their growth and success to take their firms to that next level, through industry leaders and advisors.

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Andrew Altfest: AI and the Evolution of the Advisor Value Proposition

Andrew Altfest: AI and the Evolution of the Advisor Value Proposition