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Building a Legacy and Creating a Foundation for the Future of Financial Services With Andrew Altfest
This week, Jamie Hopkins talks with Andrew Altfest, CFP®, the president of Altfest Personal Wealth Management and the founder and CEO of FP Alpha, about his experience learning from a legacy, enhancing that legacy with technology, and creating a foundation for the future of financial services.You can find show notes and other information at CarsonGroup.com/Framework.
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By Carson Coaching
5
9898 ratings
This week, Jamie Hopkins talks with Andrew Altfest, CFP®, the president of Altfest Personal Wealth Management and the founder and CEO of FP Alpha, about his experience learning from a legacy, enhancing that legacy with technology, and creating a foundation for the future of financial services.You can find show notes and other information at CarsonGroup.com/Framework.
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