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Andrew Altfest: AI and the Evolution of the Advisor Value Proposition
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:
Connect With Suzanne Siracuse:
Connect With Andrew Altfest, CFP®:
About Our Guest:
Andrew Altfest, CFP®, MBA is President and Principal Advisor at Altfest Personal Wealth Management, a $1.7B RIA based in New York City. There he advises clients about their personal finances and drives financial planning strategies across the firm.
Andrew is also the founder and CEO of FP Alpha, the first AI-driven advanced planning solution that covers more than 16 areas of financial planning. The software enables financial advisors to save time in the planning process through automation, showcase their value beyond investments, and deliver a personalized, comprehensive experience that clients require. FP Alpha provides financial advisors the scale and depth of knowledge necessary to enhance their planning practices by providing key offerings such as tax, estate, and insurance to their entire client base, usually just reserved for top-tier clients.
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By Suzanne Siracuse
5
22 ratings
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:
Connect With Suzanne Siracuse:
Connect With Andrew Altfest, CFP®:
About Our Guest:
Andrew Altfest, CFP®, MBA is President and Principal Advisor at Altfest Personal Wealth Management, a $1.7B RIA based in New York City. There he advises clients about their personal finances and drives financial planning strategies across the firm.
Andrew is also the founder and CEO of FP Alpha, the first AI-driven advanced planning solution that covers more than 16 areas of financial planning. The software enables financial advisors to save time in the planning process through automation, showcase their value beyond investments, and deliver a personalized, comprehensive experience that clients require. FP Alpha provides financial advisors the scale and depth of knowledge necessary to enhance their planning practices by providing key offerings such as tax, estate, and insurance to their entire client base, usually just reserved for top-tier clients.