Event Information

Export to iCalendar

NAPFA Webinar - How Powerful Tech Can Impact the Client Experience

Wed, Nov 20, 2019   3:00 PM - 4:00 PM

Online Webinar, ,

Presented by:
Andrew Altfest, CFP®, president of Altfest Personal Wealth Management
Wednesday, November 20, 2019 at 3:00 - 4:00 PM ET (2:00 PM CT, 12:00 PM PT)
Earn: 1 NAPFA CE in M - Technology
Member: $39; Non-Member: $59. GENESIS MEMBERS FREE courtesy of LLIS. For your complimentary registration, use the special link in the Announcement or Library section of the Genesis Community in NAPFA Engage.

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.

Registration closes at the end of business on Tuesday, November 19, 2019.

Contact Us

Additional Information

If you have any questions, please email info@napfa.org.

Registration Information

 Registration NamePrice Level
No records to display.