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

Understand why digital marketing is an essential component in growing your practice
Learn how to achieve operational efficiencies through your tech stack
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:	Retired


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


Credit Offered:	No Credit Offered

Create Account