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Andrew Altfest, founder and CEO of FP Alpha, mentioned the transformative function of AI in monetary advising on the 2024 Nitrogen Fearless Investing Summit. By automating key processes like property, tax, and insurance coverage planning, advisors can now present holistic monetary options with out sacrificing time. Altfest highlighted how AI helps advisors improve shopper worth, appeal to new shoppers, and construct lasting relationships with the subsequent technology, positioning them for sustained progress in a aggressive market.
