Wednesday, Nov 29, 2023 at 2:00 PM ET
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Join FP Alpha and Wealthbox for a 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:
Speakers
Customer Success Manager
FP Alpha
Founder & CEO
FP Alpha
Product Specialist
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