Episode 104 – An AI Solution For Personalized Advising – With Andrew Altfest

Power Your Advice

English - August 11, 2022 15:52 - 25 minutes - 35.2 MB
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Previous Episode: Episode 103 – Active Management in a Time of Decline – With Rocco Pellegrinelli

Next Episode: Episode 105 – Delivering High Level Services to Clients – With Carla Barry

Andrew Altfest is the founder and CEO of FP Alpha, the first AI driven, comprehensive financial planning solution that enables advisors to provide actionable and personalized recommendations to clients across over 15 financial planning disciplines. In today’s podcast, Doug talked with Andrew about his background and how he got the idea for this innovative product. … Continue reading Episode 104 – An AI Solution For Personalized Advising – With Andrew Altfest →