Most prospecting tools are investment-focused or provide only a hint of a true holistic financial planning process. As more prospects demand comprehensive advice, advisors need to demonstrate how they provide this. And that is difficult to do BEFORE someone is an actual client. But new, more efficient tools and processes allow advisors to do just that.
In this webinar, Andrew Altfest, CFP, President of Altfest Personal Wealth Management, and Founder of FP Alpha, and Josh Grossberg, Director of Business Development of FP Alpha will:
Since implementing new software, we’ve tripled our conversion rate with new prospects and dramatically shortened our sales cycle.
How can we quantify the value of our advice across the board? We can quantify the value of investing, but our tools are not aligned with the shifting advisor value proposition.
This is where the evolution happens, and a firm innovates to thrive in the future.
The pandemic has driven home the importance of having the latest technology to communicate and thrive in today’s world. Advisors large and small have incredible tech choices that can help them quickly and effectively gain insight on clients and prospects as well as provide them with a host of valuable services. Hear from leading advisor tech providers on the latest tools that every advisor should consider if they want a competitive advantage while building a business for the future.