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Our latest #techtuesday is a preview of a huge time-saver: our Estate Recommendations will rebranded as Estate Insights. This update features significantly more relevant recs for each household, with less than half the questions to answer — stay tuned! hubs.la/Q02RGh4-0
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Forget the black cats and cracked mirrors — this Friday the 13th is your lucky day. We're about to take off for sunny SoCal and the 2024 Future Proof Festival! Join us for lots of swag, a special beverage hour and all things advanced planning. #conference #fridaythe13th
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A special #techtuesday shoutout to #integration partners @salesforce @RedtailCRM and @Wealthbox. We've added more data flows and different account types that strengthen our connections with each #CRM, turning data into actionable advice for advisors.
hubs.la/Q02Lmcr30
ALT weekly tech updates
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Our Asset Projections and Balance Sheet can show estate #tax liability and scenario planning in greater detail and multi-client households are shown more simply. The result: advisors can communicate easier with investors and show real value. #techtuesday hubs.la/Q02LlW0t0
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We're only a few weeks from one of the biggest events of the year — the #Wealthies! We're honored to be finalists in Estate Planning and Specialized Planning Application.
@wealth_mgmt @AAltfest @djamesarmstrong @Diana_Britton @ddjanowski @ShannonRosic
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Are you an advisor ready to leverage AI for smarter tax planning? Join our exclusive webinar, “From Tax Cuts to Client Wins”, on Aug 22, 2024, at 4 PM EDT
👉 Register Now: hubs.la/Q02Llvlj0
@RFGAdvisory @sspotswoodrfg #TaxPlanning #BusinessGrowth #AI #Webinar
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Continued updates on our General Questionnaire. Add custom beneficiaries, use net-worth range rather than exact amount and more. #techtuesday
Check out all our product updates in the Resource Center. If you're not using FP Alpha, schedule your demo here: hubs.la/Q02JgnD10
ALT weekly tech updates
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A recent study shows that the vast majority don't understand how probate works. Inheritance and asset planning isn't automatic—it requires a knowledgable team of financial and legal professionals, as well as the right advanced planning tech. @usatoday hubs.la/Q02Jnx-K0
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Are you ready for the AI revolution? Don't miss the virtual #AI and Automation Summit, Wed July 24th at 2 pm ET. More info 👉 hubs.la/Q02G5mR00
@craigiskowitz @Pulse360 @VRGLwealth @orionwealthtech @snappykraken @arqa_ai
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Happy Independence Day! We celebrate the freedom, bravery, and unity that make our country truly special. 🇺🇸 #FourthOfJuly #IndependenceDay #USA
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In this week's #techtuesday, we shoutout our partner @NitrogenWealth, who shares our goal of saving advisors time so they can focus on client relationships. If you're not using FP Alpha, check out all our integrations with your free demo: hubs.ly/Q02F5DKS0
ALT weekly tech updates
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Check out this year's AI and Automation Summit, Wednesday, July 24 at 2:00 ET, an exclusive summit showcasing cutting-edge AI solutions tailored for financial advisors. hubs.la/Q02DTtWv0
@craigiskowitz @Pulse360 @VRGLwealth @orionwealthtech @snappykraken @arqa_ai
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"With estate planning reviews, FP Alpha seems to work well...it's the most efficient software we've seen."
Thanks Randy Carver @raymondjames!
@finplan @salesforce @calendly @heyjasperai @theoasisai @rachelwitkowski @brianwallheimer @TobySalFP
hubs.la/Q02DHCWP0
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.@BobVeres is surveying the advisor community about revenue models in an effort to identify trends in advisory fees. This is your chance to offer your insights, and learn how fee billing trends are playing out in the industry. Click here for more info: hubs.la/Q02DzMkK0
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Ian Finnerty will appear on our partner RFG Tech talk this Wednesday to go over the latest FP Alpha enhancements and upgrades. If you're not using FP Alpha yet (RFG or other advisors!), we should talk. Click here to schedule your personal demo: hubs.la/Q02CPwF30
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TOMORROW June 25 at 2:00 ET @jlittlechild @AAltfest will discuss how to connect with the next gen of investors and design a client experience that truly resonates.
hubs.la/Q02CRDg40
ALT julie vanessa andrew
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FP Alpha and Altfest Personal Wealth Management leader @AAltfest was recently recognized by @advisorhub as one of their 1,000 Advisors to Watch and as his many clients and colleagues will agree, it is well deserved.
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#techtuesday comes into focus: Based on direct client feedback, we released major design updates to our popular Estate Snapshot solution. Check out all the details in the Resource Center in our app. If you're not using FP Alpha yet, let's talk: hubs.la/Q02Cg77s0
ALT weekly tech updates
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Happy Father's Day to all the incredible dads and father figures out there! We celebrate the unwavering dedication, love, and sacrifice you show every day. Thank you for all you do. #FathersDay
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