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.

Speaker

Andrew Altfest, CFP®

Summary


Availability:	Retired


Cost:	Member: $39.00 Non-Member: $59.00


Credit Offered:	No Credit Offered

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