Discover how combining PreciseFP’s client engagement and data gathering platform with FP Alpha’s AI-driven advanced planning solution with can revolutionize your workflows, save hours of time and enhance your productivity. Join us for an exclusive webinar where we will take a deep look at this powerful tech integration.
This webinar is a must-attend for financial advisors looking to optimize their operations, deliver superior client service, and stay ahead of the curve in the ever-evolving financial landscape. By leveraging this cutting-edge integration, you can:
- Save Time: Drastically reduce the time spent on manual data entry and document processing.
- Increase Productivity: Focus more on strategic planning and client engagement rather than administrative tasks.
- Offer Advanced Planning Services: Provide comprehensive and actionable tax, estate and insurance planning insights to your entire client base.
Speakers
Nora Gallegos
Financial Planning Thought Leader, PreciseFP
Brad Frey
Head of Broker Dealer Enterprise Sales Director of South Region
