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Every advisor knows what a financial plan costs — not in dollars, but in hours. Data gathering, drafting, review: most of a workweek before you ever sit down with the client.
On August 31, Altruist shipped a tool that claims to compress that first stretch into minutes. It's called the Hazel financial planning agent, and my guest helped build it.
Fernando San Martin Jorquera of Altruist walks through a fast start: connecting a CRM, building a client profile, generating a complete plan, and checking the math behind every number in it. Hazel covers six planning disciplines in one workflow — retirement, investment optimization, cash flow, estate, tax, and insurance and risk. Every figure in the output is produced by dedicated calculation programs rather than the language model, which matters if you're the one signing off on the plan.
What we cover: • Getting set up and generating a first plan without a long onboarding • Connecting your CRM and what data Hazel pulls in • Building the client profile and what it needs from you • Generating a complete plan across the six disciplines • Verifying the math and tracing where each number came from • Real-time scenario modeling in front of a client • Where the tool fits in a practice — and where it doesn't
Guest: Fernando San Martin, Altruist linkedin.com/in/fsanmartinjorquera
Resources: Hazel financial planning agent — hazel.ai/financial-planning Hazel pricing and trial — hazel.ai/pricing Altruist — altruist.com
Sponsored by the Titleist Advisor Network — titleistadvisornetwork.com
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Titleist Asset Management, LLC ("TAM") is an SEC Registered Investment Adviser. Registration with the SEC does not imply a certain level of skill or expertise. Information regarding TAM can be found at adviserinfo.sec.gov/firm/summary/323567. Its affiliate, Titleist Capital, LLC ("TC"), is a Broker-Dealer and Member of FINRA-SIPC. Information regarding TC can be found at brokercheck.finra.org/firm/summary/126136.
