From Hours to Minutes: Leveraging AI-Powered Estate Planning Tools to Grow your Practice

Join financial advisor and longtime NAPFA member Andrew Altfest, CFP®, as he “shows and tells” how he has successfully incorporated estate planning services into his practice, Altfest Personal Wealth Management. This has provided operational efficiencies and driven growth through increased wallet share and referrals.

Discover how AI-powered tools are transforming the landscape of estate planning by drastically reducing the time required for tasks—from 4+ hours to just 30 minutes—allowing you to scale your services effectively. Andrew will share how you can increase your share of wallet with clients, enhance your value proposition, and boost client engagement in the planning process.

Learning Objectives

1. Identify and apply estate planning tech tools by analyzing real-world examples and use cases.
2. Employ effective strategies to increase your clients' engagement and participation in estate planning processes.
3. Strengthen your Centers of Influence by developing and nurturing relationships with attorneys.
4. Engage your clients' adult children in estate planning discussions, promoting long-term family planning and relationship building.