cover of episode Building a Legacy and Creating a Foundation for the Future of Financial Services With Andrew Altfest

Building a Legacy and Creating a Foundation for the Future of Financial Services With Andrew Altfest

2020/8/26
logo of podcast Framework with Ana Trujillo Limón

Framework with Ana Trujillo Limón

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Shownotes Transcript

This week, Jamie Hopkins talks with Andrew Altfest, CFP®, the president of Altfest Personal Wealth Management and the founder and CEO of FP Alpha, about his experience learning from a legacy, enhancing that legacy with technology, and creating a foundation for the future of financial services.You can find show notes and other information at CarsonGroup.com/Framework.