FP Alpha, an AI-driven financial planning solution for financial advisers, has launched a planning-led prospecting tool it calls the Prospect Accelerator.
The tool lets advisers deliver a teaser report that containing a prospect’s financial wellness score and specific planning opportunities.
“Currently, adviser prospecting tools are limited to investments, and to a lesser extent traditional financial planning," Andrew Altfest, founder of New York-based FP Alpha, said in a statement. "There is nothing that covers tax, estate and insurance opportunities like the Prospect Accelerator.”
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
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