Unlocking New Revenue with AI in Financial AdvisingUnlocking New Revenue with AI in Financial Advising

Andrew Altfest, founder and CEO of FP Alpha, discussed the transformative role of AI in financial advising at the 2024 Nitrogen Fearless Investing Summit. By automating key processes like estate, tax, and insurance planning, advisors can now provide holistic financial solutions without sacrificing time. Altfest highlighted how AI helps advisors enhance client value, attract new clients, and build lasting relationships with the next generation, positioning them for sustained growth in a competitive market.