@taxtherapist505 @seattle_tax This is the talk description https://t.co/94qUWH3P5H
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
@seattle_tax I have not met a tax professional who has gone as deep with AI technology as you @seattle_tax
And you’re killing it
AI and Financial Planning at #AICPA Engage is going to be 🤩
https://t.co/94qUWH3P5H
@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." https://t.co/6f4ae5Ffzt @BobVeres@Value_Strat
Pleased to contribute the lead article for @FAmagazine ‘Improve the intersection of expert advice and #technology you offer, in a way that helps you attract and scale more #NextGen business.’
https://t.co/W32PMCrRCk
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. https://t.co/lt8bATgCMZ