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May 9, 2024 4:00 PM
May 9, 2024 4:00 PM
Unleashing the Power of AI: Revolutionizing the Client Experience
Join Julie Littlechild as she speaks with Andrew Altfest, CFP®, and Randy Holcombe, CFP®, CDFA®. They will discuss the practical applications of AI-assisted technology, showcasing real-life use cases that illustrate how these tools, powered by AI, are reshaping how they work with their clients and all while saving hundreds of hours on manual tasks.
Speakers
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Andrew Altfest, CFP®
President of Altfest Personal Wealth Management and Founder of FP Alpha
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Randy Holcombe, CFP®, CDFA®
Director of Wealth Planning at Confluence Financial Partners
Julie Littlechild
Founder & CEO at Absolute Engagement
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