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How Technology Helped My Firm Focus, Grow and Scale
Course Information
Content Level: Intermediate
NAPFA Subject Area: M-Technology
Course Description
Andrew Altfest, President, Altfest Personal Wealth Management, a $1.3 billion fee-only RIA, and founder of FP Alpha, will break down how he and his team use technology to focus their positioning, grow revenues and operate a scalable practice.
Learning Objectives
  1. Understand why digital marketing is an essential component in growing your practice
  2. Learn how to achieve operational efficiencies through your tech stack
  3. Discover which tools can enable advisors to better establish their value proposition with clients
Speaker
Andrew Altfest, CFP® 
Andrew Altfest, President, Altfest Personal Wealth Management, a $1.3 billion fee-only RIA, and founder of FP Alpha.
Summary
Availability: On-Demand
Expires on Oct 14, 2022
Cost: Member: $39.00
Non-Member: $59.00
Credit Offered:
1 NAPFA CE Credit
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