In today’s episode of Framework, Jamie talks with Andrew Altfest, CFP® — the president of Altfest Personal Wealth Management and the founder and CEO of FP Alpha. Andrew has been named as one of “America’s Top Next-Generation Wealth Advisors” by Forbes and is a leader in AI fintech solutions.

Andrew came from a family of financial advisors and planners, so he was exposed to the business from an early age. This up close and personal experience in the industry had a major impact on his point of view on wealth management. Not content to simply carry on his family’s legacy, Andrew found a way to blaze his own trail through his work in fintech and AI.

Jamie and Andrew talk about his experience of learning the industry from his family, his views on continuing and growing his family’s legacy through technology, and more.

“We’ll always be a human business, but technology enables us to do so much more for our clients. And we found that we need the software for the advisor-client relationship to make us even more indispensable to our clients. ~ @AAltfest

Main Takeaways

  • Too many firms in the financial industry are still managing things as they always have. But the path forward needs to be forged by leveraging technology.
  • Take the information you already have and translate that into something of value for your clients. Solve for comprehensive financial planning.
  • Every business should make sure they’re doing the things that will make them thrive in the near- and long-term. As technology progresses, competition will become more fierce.
  • Leave a legacy. Follow the unbeaten path. Take one thing that’s immensely needed and turn it into something tangible for the customers you serve.

Links and Important Mentions

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