Andrew Altfest

@taxtherapist505 @seattle_tax This is the talk description agenda.aicpastore.com/sessions/pfp23… The talk will be 1. How AI will change the profession -> 2 Use cases for improving revenue and saving time -> 3. Specific technology you can utlize today

@seattle_tax I have not met a tax professional who has gone as deep with AI technology as you @seattle_tax And you’re killing it AI and Financial Planning at #AICPA Engage is going to be 🤩 agenda.aicpastore.com/sessions/pfp23…

@MichaelKitces Spotting these opportunities identifies early wins with prospects and accelerates conversions. I have experienced this firsthand…almost always desired from prospects and underplanned b/c tax planning is overlooked.

Spotting tax planning opportunities provides concrete hard-dollar savings that help to validate the advisor's fee out of the gate? "How Proving Your Planning Value Upfront Boosts Prospect Conversion Rates" advisorperspectives.com/articles/2022/… via @AAltfest

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

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-…

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/technology/can…

Is CRM Becoming The New Advisor Hub? kitces.com/blog/the-lates… @MichaelKitces @craigiskowitz @RedtailCRM @redtailtech #wealthtech #fintech #financialadvisors

Three Tips for Advisors to Grow their Business: investmentnews.com/playlist/tripl… @investmentnews @BenjiWriter #financialadvisors #fintech

The real opportunity for business growth for advisors today lies in digital marketing. Do you agree? Other areas? fa-mag.com/news/advisors-… @FinTechie @suzsiracuse @FAmagazine #wealthtech #fintech #financialadvisors

The real opportunity for business growth for advisors today lies in digital marketing. Do you agree? fa-mag.com/news/advisors-… @FAmagazine @FinTechie @suzsiracuse #wealthtech #fintech #financialadvisors

Scaling Financial Planning through Technology. Let us know what you think! app.hubspot.com/documents/8292… @FinTechie @suzsiracuse @gspitzner #financialplanning #wealthtech

Speaking tomorrow at @napfa Fall conference with @fintechie Joel Bruckenstein on using tech to better serve clients. @suzsiracuse #wealthtech #fintech #financialadvisors

Advisor Fintech Map: New category Advice Support kitces.com/wp-content/upl… @MichaelKitces @craigiskowitz @_FPAlpha @AAltfest @GrossbergJosh #wealthtech #fintech #financialadvisors

Loved participating in the #XYPNLIVE virtual event. Some great conversations and networking. Thanks @R_Alan_Moore! #fintech #nextgen

Three Tips for Advisors to Grow their Business investmentnews.com/playlist/tripl… @investmentnews @BenjiWriter #financialadvisors #fintech

Maximizing tech will free up advisor's time to better serve clients fa-mag.com/news/new-wealt… @FAmagazine @FinTechie @suzsiracuse @AAltfest #wealthtech #fintech #financialadvisors

The real opportunity for business growth for advisors today lies in digital marketing. Do you agree? fa-mag.com/news/advisors-… @FAmagazine @FinTechie @suzsiracuse #wealthtech #fintech #financialadvisors

.@BobVeres' view on our AI powered tool and how it assists advisors in areas that they normally don't specialize in - fpalpha.com/bobveresarticl… @FinTechie @t3techhub #financialadvisors #fintech

Great article in @barronsonline discussing the importance digital marketing for advisors and nice mention of @_FPAlpha - barrons.com/articles/finan… @FinTechie @suzsiracuse @SamanthaTwenty @JudMackrill #wealthtech #fintech #financialadvisors

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