Andrew Altfest

You Can Offer Advanced Planning To Every Client With The Right Tech

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With the right tech, you can offer advanced planning in-house without investing more time and energy.

Building A Tech Stack That Empowers Opportunities To Scale And Grow

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The are many ways technology can elevate your practice, attract new business and improve the way you serve clients.

Next-Gen Redefines Retirement

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That means advisors will have to change their approach if they want to lure a new generation of clients.