FP Alpha

Today, we unveil our "Elite 8" - the top 8 reasons our Estate Planning solution stands head and shoulders above the crowd. If you're not taking advantage of these 8 reasons by partnering with FP Alpha, we should talk! https://lnkd.in/eSGSwjYB Andrew Altfest, CFP®Rachel Schwab, CFP®Luis Quiroz Rodrigo Toledo Charles Clark Joe Kozeniewski Kylie Davis, SHRM-SCP, SHRM-CP Dillon Gilpatrick Joshua Schultz Peter Calleri Brad Frey Ian Finnerty, CFP®, CIMA®

Make sure you stop by Booth 203 at the NAPFA - National Association of Personal Financial Advisors Conference exhibitor hall. Charles Clark is there to sign you up for some high-tech prizes and talk all things tax, estate and insurance planning!

Are you at the NAPFA - National Association of Personal Financial Advisors Fall Conference? Don't miss Andrew Altfest, CFP® today at 11:30 CT for his special session "From Hours to Minutes: Leveraging AI-Powered Estate Planning Tools to Grow your Practice" in Broadway Ballroom B. Discover how AI-powered tools are transforming the landscape of estate planning by drastically reducing the time required for tasks—from 4+ hours to just 30 minutes—allowing you to scale your services effectively. Andrew will share how you can increase your share of wallet with clients, enhance your value proposition, and boost client engagement in the planning process. Eligible for CE/CPE credits: https://lnkd.in/ehHzNmAK

One of the most educational events of the year, hosted by Asset-Map. Join us virtually November 12-13 👉 https://lnkd.in/edKMnd83

Today, we unveil our "Elite 8" - the top 8 reasons our Estate Planning solution stands head and shoulders above the crowd. If you're not taking advantage of these 8 reasons by partnering with FP Alpha, we should talk! https://lnkd.in/eSGSwjYB Andrew Altfest, CFP®Rachel Schwab, CFP®Luis Quiroz Rodrigo Toledo Charles Clark Joe Kozeniewski Kylie Davis, SHRM-SCP, SHRM-CP Dillon Gilpatrick Joshua Schultz Peter Calleri Brad Frey Ian Finnerty, CFP®, CIMA®

We're headed back to Nashville for the NAPFA - National Association of Personal Financial Advisors Fall 2024 National Conference! Join Andrew Altfest, CFP® this Thursday at 11:30 am CT and learn how successful advisors are leveraging AI technology to turn hours of work into minutes — and you can too. All the info: https://hubs.la/Q02V-Grj0 Charles Clark Joe Kozeniewski Ian Finnerty, CFP®, CIMA® Peter Calleri Brad Frey Dillon Gilpatrick Joshua Schultz Luis Quiroz Rachel Schwab, CFP® Rodrigo Toledo

We're rocking Nashville at Nitrogen Fearless Investing Summit! Our CEO Andrew Altfest, CFP® joined Bill Simonet, CFP®, AIF®, CEPA®, Jess Flynn and Jon Patullo to discuss client-centric growth for advisors. Stop by Booth 215 to continue the discussion, and pick up some sweet FP Alpha swag! Ian Finnerty, CFP®, CIMA®Joshua Schultz Charles Clark Joe Kozeniewski Rachel Schwab, CFP® Luis Quiroz Rodrigo Toledo Peter Calleri Kylie Davis, SHRM-SCP, SHRM-CP Dillon Gilpatrick Intention.ly TradePMR

Solo advisors have unique needs - time and resources are at a premium. How can you serve more clients without adding more hours or staff? Join our team Wednesday, October 30 at 2:00 pm ET for a special look at how FP Alpha makes offering advanced planning to clients a possibility, in our new webinar exclusively for solo advisors. REGISTER: https://hubs.la/Q02Vw0630

RIA leaders, are you ready to solve the talent challenge?    Join GLADSTONE GROUP and WORTH MEDIA GROUP on Oct 24, 5-6 PM EST, for an exclusive panel: "Solving The Talent Challenge: Becoming a Destination Firm"   Distinguished Panelists: - Jacqueline Ferdowsi & Logan DeGraeve, CFP® of Modern Wealth Management - Gui Costin, Founder & CEO, Dakota - Brad Frey & John Valentini of FP Alpha Moderated by Steven Clark of DAK Associates & Gladstone Group   Unlock strategies to attract, develop, and retain top talent and gain exclusive access to Worth's millennial impact study.   BONUS: Attend the Worth Magazine Q3 launch party right after!   Limited seats. Register now: worth.com/event/riapanel/ 🗓️ October 24, 2024 🕔 5 pm-6 pm ET  📍 10 Grand Central,155 East 44th Street, 7th Floor, New York, NY 10017 Those who register for the panel are automatically registered to attend the Worth Magazine Q3 launch party that follows at 6 pm.   Dan Kreuter, Steven Clark, Michael Bilotta, Greg Licciardi, Paul Stamoulis

We're packed and ready to go Nitrogen