Recorded Webinar
Best Practices

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

ABOUT THIS WEBINAR

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

SPEAKERS

Josh Schultz

Josh Schultz

Customer Success Manager

FP Alpha

Andrew Altfest, CFP®, MBA

Andrew Altfest, CFP®, MBA

Founder & CEO

FP Alpha

Jenna Ghibaudy

Jenna Ghibaudy

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

Andrew Altfest

CEO of FP Alpha

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