Join financial advisor and longtime NAPFA member Andrew Altfest, CFP®, as he “shows and tells” how he has successfully incorporated estate planning services into his practice, Altfest Personal Wealth Management. This has provided operational efficiencies and driven growth through increased wallet share and referrals.
Discover how AI-powered tools are transforming the landscape of estate planning by drastically reducing the time required for tasks—from 4+ hours to just 30 minutes—allowing you to scale your services effectively. Andrew will share how you can increase your share of wallet with clients, enhance your value proposition, and boost client engagement in the planning process.
Andrew Altfest
Andrew Altfest is the founder and CEO of FP Alpha, the first AI-driven comprehensive wealth management solution to cover more than 15 areas of financial planning. The software enables financial advisors to save time in the planning process, showcase their value beyond investments, and deliver the personalized, comprehensive experience that clients require. Andrew is also President of Altfest Personal Wealth Management, founded by his father Lew Altfest.
Andrew was named a Best-In-State Wealth Advisor in New York City by Forbes in its 2018, 2019, 2020, 2021, and 2023 ranking, as well as a Young Advisor to Watch by Financial Advisor in 2020. He was included in Forbes’ list of America’s Top Next-Generation Wealth Advisors in 2017, 2018, and 2019; InvestmentNews’ 2018 list of 40 Under 40 in the financial advisory industry; and Financial Advisor’s Due Diligence/Research Manager All-Star Team in 2012 and 2013, and AdvisorHub’s Advisors to Watch list 2023.