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FP Alpha
เข้าร่วมเมื่อ 1 มี.ค. 2024
Estate, Tax and Insurance Planning for Solo Advisors - Oct 2024
Solo advisors have unique needs. Time and resources are at a premium. You need robust tech that can do in minutes what used to take hours.
Unlock the power of advanced planning in the digital age in this special webinar. Explore how successful advisors and brokers are utilizing AI innovations to revolutionize estate management, tax strategies, and insurance. Join us to discover FP Alpha's cutting-edge techniques and AI-driven solutions to increase efficiency, grow your practice and offer clients a superior level of customer service.
Key takeaways:
• How AI can work for you, not against you
• Why you need to offer clients advanced planning services
• What comprehensive tax and estate planning means for your clients and your practice
Join host Peter Calleri and learn how AI-powered advanced planning can set you up for success.
Unlock the power of advanced planning in the digital age in this special webinar. Explore how successful advisors and brokers are utilizing AI innovations to revolutionize estate management, tax strategies, and insurance. Join us to discover FP Alpha's cutting-edge techniques and AI-driven solutions to increase efficiency, grow your practice and offer clients a superior level of customer service.
Key takeaways:
• How AI can work for you, not against you
• Why you need to offer clients advanced planning services
• What comprehensive tax and estate planning means for your clients and your practice
Join host Peter Calleri and learn how AI-powered advanced planning can set you up for success.
มุมมอง: 20
วีดีโอ
Kitces Software Showcase - September 2024
มุมมอง 10หลายเดือนก่อน
Brad Frey walks viewers through a special demonstration of FP Alpha.
Advanced Planning for Solo Advisors: Estate, Taxes and Insurance - Sept 2024
มุมมอง 28หลายเดือนก่อน
Solo advisors have unique needs. Time and resources are at a premium. You need robust tech that can do in minutes what used to take hours. Unlock the power of advanced planning in the digital age in this special webinar. Explore how successful advisors and brokers are utilizing AI innovations to revolutionize estate management, tax strategies, and insurance. Join us to discover FP Alpha's cutti...
Navigating the Future of Financial Advisory Fees: Insights from the 2024 Advisory Firm Fee Survey
มุมมอง 77หลายเดือนก่อน
Are you charging enough for your services? Join industry experts Bob Veres and Andrew Altfest, CFP®, in this exclusive webinar designed for financial advisors looking to critically assess and refine their firm’s fee structures. Drawing from the inaugural and newly released Inside Information Advisory Firm Fee Survey, Bob Veres will present the latest survey results, highlighting key trends and ...
From Tax Cuts to Client Wins: Using Tax Planning to Drive Business Growth
มุมมอง 672 หลายเดือนก่อน
Join us for a can’t-miss webinar designed for financial advisors who want to grow their practice through a crucial client offering: tax planning. With impending changes to the tax code under the Tax Cut and Jobs Act, now is the perfect time to highlight tax planning during your client conversations and prospect marketing. Tax planning not only helps reduce your clients' tax burdens but also dem...
From Hours to Minutes: Save Time with AI-Powered Estate Planning Tools and Grow Your Practice
มุมมอง 392 หลายเดือนก่อน
In this webinar, you'll hear directly from experienced financial advisors, Lazetta Rainey Braxton, MBA, CFP®, Madisen Karlson, CFP® and Craig Breitsprecher CFP®, AIF®, BFA™, who will share real-life examples and use cases on how they are leveraging technology to provide estate planning services to their clients. Discover how these innovative tools are transforming the landscape of estate planni...
Kitces Software Showcase May 2024
มุมมอง 142 หลายเดือนก่อน
Ian Finnerty, CFP®, CIMA® walks viewers through a special demonstration of FP Alpha.
FP Alpha - AI and Automation Summit 2024
มุมมอง 573 หลายเดือนก่อน
Join Craig Iskowitz and seven industry leaders for an exclusive summit showcasing cutting-edge AI solutions tailored for financial advisors. Discover how to streamline operations, enhance client relationships, and drive growth with seven pioneering technologies. Ian Finnerty, CFP® , CIMA® demonstrates FP Alpha at this virtual showcase, specially designed for financial advisors. You'll see cutti...
Game Changer: A Tech Integration to Boost Productivity and Save Time
มุมมอง 363 หลายเดือนก่อน
Discover how combining PreciseFP's client engagement and data gathering platform with FP Alpha's AI-driven advanced planning solution with can revolutionize your workflows, save hours of time and enhance your productivity. Join us for an exclusive webinar where we will take a deep look at this powerful tech integration. This webinar is a must-attend for financial advisors looking to optimize th...
Building a Bridge to the Next Generation
มุมมอง 1094 หลายเดือนก่อน
It is accepted wisdom that building a business to support next generation clients is critical, both as a way to retain assets across generations and to build a sustainable business for the future. And yet advisory firms still struggle with how to make that happen. According to Absolute Engagement’s Founder & CEO, Julie Littlechild and Chief Client Experience Officer, Vanessa Oligino, the proble...
Unleashing the Power of AI: Revolutionizing the Client Experience
มุมมอง 1305 หลายเดือนก่อน
Everyone is talking about the potential of Artificial Intelligence (AI) but most advisors want to understand the practical implications for their businesses. In addition to helping advisors improve efficiencies, AI is helping ‘democratize’ the planning process, allowing advisors to deliver advanced planning and enhanced value to all clients. In this webinar, Julie Littlechild speaks with Andrew...
FP Alpha Tax Snapshot
มุมมอง 875 หลายเดือนก่อน
Providing advisors with an immediate summary of your client’s current tax return that complements the planning opportunities identified by FP Alpha. As an advisor, client-engagement is key to your success - so are the many behind-the scenes things you do to help your clients reach their financial goals. That’s why we built FP Alpha’s Tax Snapshot - a way for you to efficiently capture the most ...
FP Alpha P&C Snapshot
มุมมอง 305 หลายเดือนก่อน
Upload home, umbrella and auto policies to the FP Alpha platform. FP Alpha will provide a snapshot summary of each policy. • Save time: no need to read through lengthy policies • Save effort: We create client-friendly visuals for you • Improve communication: Our visual deliverables can serve as the centerpiece of a client conversation, ensuring they understand what coverage they do or don't have
FP Alpha Estate Snapshot
มุมมอง 465 หลายเดือนก่อน
Estate planning is often overlooked and overwhelming for clients. Advisor’s can differentiate themselves by addressing this topic and ensuring clients plan for the future. FP Alpha’s revolutionary tool, The Estate Planning Lab, makes this conversation easy. • An automated solution to upload client estate planning documents, such as wills and trusts, and FP Alpha will illustrate the flow of thei...
How AI Can Work With You, Not Against You (part 2)
มุมมอง 16 หลายเดือนก่อน
Recorded live from the InvestmentNews RIA Activate 2024 Fireside Chat. Andrew Altfest, CFP® of FP Alpha and Altfest Personal Wealth Management joined 55ip's Hiren B Patel and YourStake's Gabe Rissman to give his thoughts.
How AI Can Work With You, Not Against You (part 1)
มุมมอง 86 หลายเดือนก่อน
How AI Can Work With You, Not Against You (part 1)
Estate Planning for Advisors: Creation & Automation to Deliver Comprehensive Planning
มุมมอง 197 หลายเดือนก่อน
Estate Planning for Advisors: Creation & Automation to Deliver Comprehensive Planning
Scaling the Unscalable: How AI is Assisting Advisors in Providing Advanced Planning to Their Entire
มุมมอง 97 หลายเดือนก่อน
Scaling the Unscalable: How AI is Assisting Advisors in Providing Advanced Planning to Their Entire
FP Alpha New Feature Launch: P&C Snapshots
มุมมอง 227 หลายเดือนก่อน
FP Alpha New Feature Launch: P&C Snapshots
Elevate Your Game: Explore the Power of FP Alpha Estate Planning Lab 2.0
มุมมอง 468 หลายเดือนก่อน
Elevate Your Game: Explore the Power of FP Alpha Estate Planning Lab 2.0
Tax Tales: Real Life Cases Decoded with FP Alpha's Tax Projector
มุมมอง 438 หลายเดือนก่อน
Tax Tales: Real Life Cases Decoded with FP Alpha's Tax Projector
Revolutionizing Advanced Planning: How FP Alpha Automates Estate, Tax, and Insurance Planning
มุมมอง 78 หลายเดือนก่อน
Revolutionizing Advanced Planning: How FP Alpha Automates Estate, Tax, and Insurance Planning
Beyond the Buzz: Navigating the Fintech Frontier with Joel Bruckenstein and Bob Veres
มุมมอง 1208 หลายเดือนก่อน
Beyond the Buzz: Navigating the Fintech Frontier with Joel Bruckenstein and Bob Veres