NAPFA Genesis Webinar - How Technology Helped My Firm Focus, Grow and Scale

When:  Jan 20, 2021 from 3:00 PM to 4:00 PM (ET)
3:00 PM ET (2:00 PM CT, 12:00 PM PT)
Presented by: Andrew Altfest, president of Altfest Personal Wealth Management and founder of FP Alpha
1 NAPFA CE in M – Technology
Member: $39; Non-Member: $59

Free to NAPFA Genesis members, courtesy of LLIS. To register for free, use the promo code emailed to you, or find it in the Announcement of the NAPFA Genesis community here.

Description:
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