The Advisor Journey
The Advisor Journey
Altruist
Combining AI and Community Building for Practice Growth with Alex Newman
34 minutes Posted Jul 16, 2025 at 3:00 pm.
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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...