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Smart Firm Management
December 5, 2023 @ 1:00 pm – 2:00 pm EST
Summary
In today’s challenging landscape, it’s crucial to refine your firm’s client list and begin going deeper with your ideal clients. Your best clients want (and are willing to pay for) advisory products that are driven by data and informed by AI. Join us for our first session, where Darren Root and John Mitchell give you valuable insights into your firm’s two most valuable assets — your team and client list. Discover a more intentional way to holistically serve clients like never before.
Learning Objectives:
- Find ways to identify opportunities within your firm to more holistically serve your clients.
- Understand how your firm’s data flows and how you can proactively deliver advisory products.
- Understand the use of AI within your firm and create a strategy for identifying and implementing the right tech stack.
Delivery Method: Group Internet
Course Level: Basic
Field of Study: BMO
Prerequisites: None
This course is approved for 1 CPE credit.
Note: CPE credit is offered for LIVE webcasts only (on-demand viewing is not eligible).
NASBA Approved. Sponsor # 103021.
