surveys & research

leverage ai to grow and protect revenue: six steps

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portrait of davyde wachell
wachell
 davyde “day” wachell is the co-founder and ceo of responsive ai. he studied ai in the symsys program at stanford and film at columbia. their innovative thinking drives the company’s success by bridging technology and the arts, leading to a culture of creativity and out-of-the-box thinking.

artificial intelligence can be a financial advisor’s ally, or it can be your competitor.

by davyde wachell
the holistic guide to wealth management

“there are decades where nothing happens; and there are weeks where decades happen.” – vladimir ilyich lenin

lenin’s quip resonates deeply with any seasoned advice professional. black friday, 9/11, the great recession and covid-19 kept us on our toes when it came to the markets and our clients. big outlier events that disrupt “business as usual” can arise at any moment. these moments can change the lives of our clients, and as a result, the growth and stability of our businesses. our clients can lose their trust in us in the blink of an eye if we haven’t positioned those clients correctly, or if we do not respond effectively to changes in the market.

more: how wealthtech is reshaping the future of holistic advice | seven tech keys to a holistic service model | four ways to provide wealth management in your accounting practice | profile of a modern firm: putting the vision into practice | toward a 21st-century cpa: a dynamic vision | what multiples mean to accounting firms | tsunami of m&a, pe is disrupting the accounting profession | why cpas are best positioned to become financial advisors | how wealth management has evolved | introducing you to a fulfilling return on relationships | rory henry upends the traditional accounting firm | why now is the time for cpas to embrace wealth management
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how we prepare our business for the unexpected determines our ability to respond to outlier events. how we respond to those events determines how we perform under pressure. staying competitive isn’t about performing well when the sun is shining; it’s about executing and gaining clarity in the fog of war.
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tell clients how cas would help them

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businesspeople having a meeting over coffee sitting together at a table discussing a document, young man and two middle-aged women present

six steps to take.

by hitendra patil
client accounting services: the definitive success guide

what is stopping you from offering client accounting services? maybe your clients aren’t asking for it. no matter. unless you are providing only tax return preparation services only to individuals, you can, and should, make sure your clients learn about the many benefits of cas.

more by hitendra patil
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

i sent a quick one-question poll to randomly selected people. i had no clue if such people bought any services from accountants. the question was simple: “what word comes to your mind when you hear the word ‘accountant‘?”
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