@AAltfest profile picture
Andrew Altfest @AAltfest

President of altfest.com and Founder/CEO of @_FPAlpha

Joined August 2020
  • Tweets 53
  • Following 89
  • Followers 89
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A good quick summary of separate financial planning fees and advisor experience with each by Justin Duft @CommonwealthFN . Success requires advisors to "Create a robust planning process that brings a lot of value to the client." bit.ly/3rcq5gE @BobVeres @Value_Strat
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Pleased to contribute the lead article for @FAmagazine ‘Improve the intersection of expert advice and #technology you offer, in a way that helps you attract and scale more #NextGen business.’ fa-mag.com/news/next-gen-red…

Next-Gen Redefines Retirement

That means advisors will have to change their approach if they want to lure a new generation of clients.

fa-mag.com
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Interesting article by @slsteinberger about financial planning tools as lead generators. Given the growth of lead gen tools wonder if we will see more advisory firms add full-time sales people just focused on prospecting digital leads. wealthmanagement.com/technol…

Canadian FinTech Planswell Enters Crowded U.S. Market

Despite a promising yet short existence north of the border, the automated planning-as-lead-generation startup is confident it can attract the right U.S. advisors.

wealthmanagement.com
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Andrew Altfest retweeted
FP Alpha@_FPAlpha
4 Nov 2020
Is CRM Becoming The New Advisor Hub? kitces.com/blog/the-latest-i… @MichaelKitces @craigiskowitz @RedtailCRM @redtailtech #wealthtech #fintech #financialadvisors

The Latest In Financial #AdvisorTech (November 2020)

Lincoln Investment acquires Hanlon Advisory Software, YCharts expands into investment communication, CapGainsValet launches a new Delivery service, and more!

kitces.com
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Andrew Altfest retweeted
FP Alpha@_FPAlpha
2 Nov 2020
Three Tips for Advisors to Grow their Business: investmentnews.com/playlist/… @investmentnews @BenjiWriter #financialadvisors #fintech
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Andrew Altfest retweeted
FP Alpha@_FPAlpha
28 Oct 2020
The real opportunity for business growth for advisors today lies in digital marketing. Do you agree? Other areas? fa-mag.com/news/advisors-who… @FinTechie @suzsiracuse @FAmagazine #wealthtech #fintech #financialadvisors

Advisors Who Embrace Technology May Have The Best Pandemic Growth Prognosis

Forced onto fintech by Covid, advisors can now provide customized advice to more clients.

fa-mag.com
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Andrew Altfest retweeted
FP Alpha@_FPAlpha
26 Oct 2020
The real opportunity for business growth for advisors today lies in digital marketing. Do you agree? fa-mag.com/news/advisors-who… @FAmagazine @FinTechie @suzsiracuse #wealthtech #fintech #financialadvisors

Advisors Who Embrace Technology May Have The Best Pandemic Growth Prognosis

Forced onto fintech by Covid, advisors can now provide customized advice to more clients.

fa-mag.com
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Andrew Altfest retweeted
FP Alpha@_FPAlpha
22 Oct 2020
Scaling Financial Planning through Technology. Let us know what you think! app.hubspot.com/documents/82… @FinTechie @suzsiracuse @gspitzner #financialplanning #wealthtech
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Speaking tomorrow at @napfa Fall conference with @fintechie Joel Bruckenstein on using tech to better serve clients. @suzsiracuse #wealthtech #fintech #financialadvisors
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Andrew Altfest retweeted
FP Alpha@_FPAlpha
19 Oct 2020
Advisor Fintech Map: New category Advice Support kitces.com/wp-content/upload… @MichaelKitces @craigiskowitz @_FPAlpha @AAltfest @GrossbergJosh #wealthtech #fintech #financialadvisors
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Loved participating in the #XYPNLIVE virtual event. Some great conversations and networking. Thanks @R_Alan_Moore! #fintech #nextgen
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Andrew Altfest retweeted
FP Alpha@_FPAlpha
13 Oct 2020
Three Tips for Advisors to Grow their Business investmentnews.com/playlist/… @investmentnews @BenjiWriter #financialadvisors #fintech
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Andrew Altfest retweeted
FP Alpha@_FPAlpha
9 Oct 2020
Maximizing tech will free up advisor's time to better serve clients fa-mag.com/news/new-wealthte… @FAmagazine @FinTechie @suzsiracuse @AAltfest #wealthtech #fintech #financialadvisors

New Wealthtech Frees Up Advisors To Serve Clients In Smarter Ways

Financial planning is getting more chances to try out innovative, next-generation tools to make the job of advisors easier.

fa-mag.com
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Andrew Altfest retweeted
FP Alpha@_FPAlpha
7 Oct 2020
The real opportunity for business growth for advisors today lies in digital marketing. Do you agree? fa-mag.com/news/advisors-who… @FAmagazine @FinTechie @suzsiracuse #wealthtech #fintech #financialadvisors

Advisors Who Embrace Technology May Have The Best Pandemic Growth Prognosis

Forced onto fintech by Covid, advisors can now provide customized advice to more clients.

fa-mag.com
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Andrew Altfest retweeted
FP Alpha@_FPAlpha
6 Oct 2020
.@BobVeres' view on our AI powered tool and how it assists advisors in areas that they normally don't specialize in - fpalpha.com/bobveresarticle/ @FinTechie @t3techhub #financialadvisors #fintech
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Andrew Altfest retweeted
FP Alpha@_FPAlpha
5 Oct 2020
Great article in @barronsonline discussing the importance digital marketing for advisors and nice mention of @_FPAlpha - barrons.com/articles/financi… @FinTechie @suzsiracuse @SamanthaTwenty @JudMackrill #wealthtech #fintech #financialadvisors
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Excited to present my thoughts on How to leverage tech to grow and scale your practice on Oct 7th with @robertsofia and @suzsiracuse - summit2020.advisorperspectiv… @SnappyKraken @marieswift @AdvPerspectives #wealthtech #fintech #financialadvisors

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Andrew Altfest retweeted
FP Alpha@_FPAlpha
1 Oct 2020
.@FinTechie provides a great synopsis on how the pandemic has changed advisors relationship with tech - barrons.com/articles/financi… @suzsiracuse @barronsadvisor @steve_sgarm #wealthtech, #fintech, #financialadvisors
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Andrew Altfest retweeted
FP Alpha@_FPAlpha
30 Sep 2020
. @_FPAlpha is on the MAP! Great visual look at all the tech solutions in one place. Check us out under Advice Support: kitces.com/wp-content/upload… @MichaelKitces @craigiskowitz @FinTechie @suzsiracuse @gspitzner #wealthtech #fintech #financialadvisors

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Excited to present my thoughts on How to leverage tech to grow and scale your practice on Oct 7 with @robertsofia and @suzsiracuse - summit2020.advisorperspectiv… @SnappyKraken @marieswift @AdvPerspectives #wealthtech #fintech #financialadvisors

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