How Technology Helped My Firm Focus, Grow and Scale - NAPFA Credit Only

How Technology Helped My Firm Focus, Grow and Scale - NAPFA Credit Only

M-Technology

Andrew Altfest

Member: $39.00
Non-Member: $59.00Your price

Published: 01/20/2021

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

1 NAPFA CE in M – Technology will be posted in your NAPFA CE record after downloading this recording.

After purchase, you may access this recording under the My Webinars link on your My Account page of the NAPFA website for 90 days. The recording will expire and automatically be removed 90 days after the purchase date.

This is a recorded Genesis webinar from January 2021.