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: