![]() ![]() This allows them to engage those prospects in a meaningful way while immediately establishing their differentiated value proposition." In a post-COVID world, Financial Advisors are seeking additional ways to engage with prospects, but continue to lead their efforts with investments, "said FP Alpha's Founder and CEO Andrew Altfest." The Prospect Accelerator allows them to transform their approach, instantly delivering an advisor's prospects a customized teaser report containing their FINANCIAL WELLNESS SCORE and high impact planning opportunities in under planned disciplines. ![]() 10, 2021 /PRNewswire/ - FP Alpha, an AI-driven, holistic financial planning solution for financial advisors, announced today the launch of their new tool, The Prospect Accelerator.įP Alpha, the AI-driven, holistic planning solution, launches unique prospect engagement tool, Prospect Accelerator.
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