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.