On this episode of Centered on the Future, business veteran Suzanne Siracuse sits down with Andrew Altfest, president of Altfest Private Wealth Administration and founding father of FP Alpha, to discover the transformative energy of AI in monetary advising and the way it’s reshaping the advisor’s worth proposition.
Andrew shares his journey from early publicity to the world of wealth administration to his groundbreaking work in growing FP Alpha, a cutting-edge wealth tech answer. He discusses why greater than conventional approaches to advising could also be wanted sooner or later and the way advisors can redefine their worth proposition to satisfy evolving consumer calls for.
Particularly, Andrew discusses:
- His early publicity to the world of wealth administration
- Why what has labored for advisors previously greater than doubtless received’t work for advisors sooner or later.
- Redefining your worth proposition to reply consumer calls for
- The catalyst that drove him to create wealth tech answer, FP Alpha
- How know-how and AI are supporting holistic planning
- The teachings discovered from his mom on the significance of EQ
Join With Suzanne Siracuse:
Join With Andrew Altfest, CFP®:
About Our Visitor:
Andrew Altfest, CFP®, MBA is President and Principal Advisor at Altfest Private Wealth Administration, a $1.7B RIA based mostly in New York Metropolis. There he advises shoppers about their private funds and drives monetary planning methods throughout the agency.
Andrew can also be the founder and CEO of FP Alpha, the primary AI-driven superior planning answer that covers greater than 16 areas of monetary planning. The software program allows monetary advisors to avoid wasting time within the planning course of via automation, showcase their worth past investments, and ship a customized, complete expertise that shoppers require. FP Alpha gives monetary advisors the dimensions and depth of data vital to boost their planning practices by offering key choices similar to tax, property, and insurance coverage to their whole consumer base, often simply reserved for top-tier shoppers.
