recorded Webinar Best Practices

Driving Multigenerational Retention Through Estate Planning Strategies with FP Alpha + Wealthbox

Presented by

Learn how estate planning can unlock long-term client loyalty and future growth. Discover how to deliver high-value insights with less effort. Join FP Alpha and Wealthbox for an engaging conversation on estate planning strategies that help advisors deepen relationships and retain assets across generations.

This webinar will cover:

  1. How to quickly identify estate planning gaps using AI-powered tools
  2. A framework for positioning yourself as a multigenerational advisor
  3. Time-saving techniques that enhance advisor efficiency and impact
  4. Real-world examples of how advisors are increasing retention through estate planning conversations

Speakers

Peter Calleri

Sales Associate

FP Alpha

Charlie Clark

Chief Revenue Officer

FP Alpha

Andrew Ladwig

Director of Business Development

Wealthbox

“Because FP Alpha integrates with Wealthbox, it helps advisors to turn their client data into personalized, actionable recommendations. It is a major timesaver, allowing allows advisors to focus on moving the needle for their clients.”

Andrew Altfest

CEO of FP Alpha

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