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How Powerful Tech Can Impact the Client Experience
Course Information
Content Level: Foundational
NAPFA Subject Area: M-Technology
Course Description
More than just a use case, this program will describe how a tech stack can effectively lift the client experience, influencing the entire firm’s philosophy. Andrew Altfest breaks down how Altfest Personal Wealth Management in New York uses technology solutions to create a more comprehensive and seamless advisor-client relationship to increase engagement with both current and prospective clients, including the next generation of investors.
Andrew Altfest, CFP® 
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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