How AI-Based Planning Can Diversify Your Firm’s Offerings

Presented by

Join FP Alpha and Wealthbox for a previously recorded live webinar to see how advisors can leverage the intellect of subject matter experts through AI technology to diversify firm planning services. This webinar will cover:

  1. How AI assists in scaling your firm’s ability to offer advanced planning services to your entire client base.
  2. What the various types of AI are, including ChatGPT, and their current and potential impacts on the industry.
  3. How AI assisted tools allow advisors to provide more services for their clients and build more personalized client relationships.
  4. How to leverage the integration between FP Alpha and Wealthbox to make diversifying your firm’s offerings a breeze.


Josh Schultz

Customer Success Manager

FP Alpha

Andrew Altfest, CFP®, MBA

Founder & CEO

FP Alpha

Jenna Ghibaudy

Product Specialist


“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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