Investors are looking for more complex advice, so how is technology helping bridge the gap in areas of financial planning that are currently underserved, like estate and tax planning?  In this episode, Shannon Rosic, director of WealthStack Content and Solutions, speaks with Andrew Altfest, CFP®, CEO and Founder of FP Alpha, to learn how his … <a class="btn btn-default" href="https://wealth-stack.blubrry.net/2023/05/19/the-wealthstack-podcast-how-technology-can-bridge-the-gap-in-underserved-areas-of-financial-planning/"> Read More Read More</a>

Investors are looking for more complex advice, so how is technology helping bridge the gap in areas of financial planning that are currently underserved, like estate and tax planning? In this episode, Shannon Rosic, director of WealthStack Content and Solutions, speaks with Andrew Altfest, CFP®, CEO and Founder of FP Alpha, to learn how his … Read More Read More

Investors are looking for more complex advice, so how is technology helping bridge the gap in areas of financial planning that are currently underserved, like estate and tax planning?&nbsp; In this episode, Shannon Rosic, director of WealthStack Content and Solutions, speaks with Andrew Altfest, CFP®, CEO and Founder of FP Alpha, to learn how his … <a href="https://wealth-stack.blubrry.net/2023/05/19/the-wealthstack-podcast-how-technology-can-bridge-the-gap-in-underserved-areas-of-financial-planning/" rel="noopener noreferrer"> Read More Read More</a>

The WealthStack Podcast: How Technology Can Bridge the Gap in Underserved Areas of Financial Planning

The WealthStack podcast is the only podcast that specifically provides financial advisors with targeted discussions that focus on innovations and developments WealthTech. Each episode of the WealthStack podcast is a deep-dive with a WealthTech or wealth management industry thought leader and is designed to help financial advisors understand how they can accelerate the growth of their businesses, deliver an elite digital client experience and improve productivity and profitability. The WealthStack podcast will focus on how WealthTech is reshaping the financial advice industry – and ultimately the delivery of financial advice.

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The WealthStack Podcast: How Technology Can Bridge the Gap in Underserved Areas of Financial Planning

The WealthStack Podcast: How Technology Can Bridge the Gap in Underserved Areas of Financial Planning

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