OasisLMS

Clients expect more than just investment guidance. They are looking for a trusted partner who understands the full scope of their financial lives. In this exclusive session, discover how top advisors are leveraging technology to deliver truly holistic financial planning that enhances outcomes, deepens client relationships and drives growth. 

Holistic planning doesn’t just improve financial outcomes; it positions advisors as indispensable. With 70% of heirs leaving their parents’ advisor, the opportunity to stand out has never been more critical. By integrating estate snapshots, tax analysis, and charitable planning conversations, you will learn how to deliver a deeper level of care - and be recognized for it. The presenters will share real-world strategies for incorporating comprehensive tax, estate, and insurance planning into the core of client relationships. This isn’t theory - it is what today’s most successful firms are already doing to expand services, deepen engagement, and grow AUM. 

This Partner Solutions webinar is sponsored by FP Alpha.

1. Understand how financial advisors are expanding beyond traditional planning pillars to provide tax-smart retirement strategies, estate planning insights, and risk coverage analysis 
2. Learn the key elements of holistic planning that foster client loyalty and generate referrals 
3. See how automation and AI can support - but never replace - the expert judgment of advisors 
4. Understand ways to streamline collaboration with estate attorneys and CPAs while saving hours of manual work 
5. Learn creative tactics for engaging next-generation heirs and preserving wealth through transitions 

Andrew Altfest, CFP^®
Founder/CEO of FP Alpha, and president/principal advisor at Altfest Personal Wealth Management 

Andrew Altfest, CFP^®, is the founder and CEO of FP Alpha, the first AI-driven advanced planning solution that covers more than 16 areas of financial planning. The software enables financial advisors to save time in the planning process through automation, showcase their value beyond investments, and deliver the personalized, comprehensive experience that clients require.

Andrew is also the president and principal advisor at Altfest Personal Wealth Management, a $1.6B RIA based in New York City. He was named a Forbes Best-In-State Wealth Advisor in New York six times since 2018.

Alex Denno, AIF^®
Financial advisor with CG Financial Services 

Alex Denno, AIF^®, is a financial advisor at CG Financial Services based out of Greater Lansing, MI. Alex has nearly a decade of experience supporting clients with their financial planning, retirement planning, investment management, tax planning, estate conservation, and college planning needs.