Unlocking New Revenue with AI in Financial Advisory


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Andrew Altfest, founder and CEO of FP Alpha, discussed the transformative role of AI in financial advising at Nitrogen's Fearless Investing Summit 2024. By automating key processes such as wealth, tax and insurance planning, advisors can now provide holistic financial solutions without sacrificed time. Altfest highlighted how AI helps advisors increase client value, attract new clients and build lasting relationships with the next generation, positioning them for sustainable growth in a competitive market.



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