Unlocking the Power of FP Alpha: Scalable AI-Driven Estate and Tax Planning

Artificial Intelligence (AI) is rapidly transforming how financial advisors approach complex planning areas such as tax, estate, and insurance. Join Brad Frey from FP Alpha as he sits down with Grant Blindbury, CFP, to discuss how Grant uses FP Alpha's award-winning platform to deliver scalable, visually compelling tax and estate planning solutions to his clients. They'll dive into the seamless integration of FP Alpha into Grant's existing tech stack and explore two real-world use cases: how FP Alpha helps differentiate his firm, driving new business and increased wallet share, and how its Tax and Estate Snapshot has resulted in significant tax savings for clients—turning them into lifelong advocates and referral sources. Whether you're a solo advisor, part of a larger firm, or in the C-Suite, this session will reveal how AI can enhance efficiency, scale holistic planning, and add tremendous value to your clients and prospects. 

Learning Objective from the session:

• Understand the Role of AI in Advanced Planning:
  Gain insight into how AI-driven platforms like FP Alpha are transforming tax, estate, and insurance planning, making these traditionally complex services more scalable and accessible.
• Integrate FP Alpha into Existing Tech Stacks:
  Learn practical strategies for seamlessly incorporating FP Alpha's platform into your current technology infrastructure, enhancing your efficiency and client service.
• Differentiate Your Practice with AI:
  Discover how to leverage FP Alpha to stand out in a crowded market, increase wallet share, attract new business, and provide enhanced value to clients through advanced planning services.
• Maximize Client Outcomes with Tax and Estate Snapshots:
  Explore real-world case studies demonstrating how using FP Alpha's Tax and Estate Snapshot can help clients achieve significant tax savings, resulting in stronger client retention and a reliable stream of referrals.
• Scale Holistic Planning for Growth:
  Learn how to apply AI tools to deliver holistic, comprehensive planning services to a larger client base, driving growth and improving client satisfaction across your practice.