@taxtherapist505 @seattle_tax This is the talk description agenda.aicpastore.com/sessions/pfp23…
The talk will be 1. How AI will change the profession -> 2 Use cases for improving revenue and saving time -> 3. Specific technology you can utlize today
@MichaelKitces Spotting these opportunities identifies early wins with prospects and accelerates conversions. I have experienced this firsthand…almost always desired from prospects and underplanned b/c tax planning is overlooked.
A good quick summary of separate financial planning fees and advisor experience with each by Justin Duft @CommonwealthFN . Success requires advisors to "Create a robust planning process that brings a lot of value to the client." bit.ly/3rcq5gE@BobVeres@Value_Strat
Interesting article by @slsteinberger about financial planning tools as lead generators. Given the growth of lead gen tools wonder if we will see more advisory firms add full-time sales people just focused on prospecting digital leads. wealthmanagement.com/technology/can…
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An Intro:
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