Show notes
Alex Newman returns to The Advisor Journey to share his innovative two-pronged approach to growing Grape Wealth Management: building a vibrant community of retirees through in-person events while implementing advanced AI systems for practice efficiency. Alex reveals how his "Retire Temecula" events have evolved from just five attendees to gatherings regularly drawing 80-150 people, creating powerful organic growth opportunities. Simultaneously, he explains his custom AI implementations for pe...

