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build stronger financial futures with health care planning

portrait of christine simone
simone
 christine simone is the ceo & co-founder of caribou, a software solution for the finance industry to include health care costs and plan optimization in financial plans.

it’s a top expense and source of stress.

by christine simone
the holistic guide to wealth management

financial advisors are well suited to help clients with all the important decisions in their lives. but that doesn’t mean advisors always recognize the areas in which clients need the most help.

more: marketing strategies for wealth management services | trust is the primary ingredient | how to prepare your clients’ kids for their inheritance | annuities and insurance growing more attractive | quantifying the value of an advisor | raise your rates to change your clientele | how wealthtech is reshaping the future of holistic advice | profile of a modern firm: putting the vision into practice | tsunami of m&a, pe is disrupting the accounting profession | introducing you to a fulfilling return on relationships
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take health insurance, a big concern for people across all income groups. according to a 2021 report from spectrem group (now part of ceg insights), two-thirds of affluent investors (65%) say they want their advisors to help them with health insurance, but only 4 percent said their financial advisors are providing it to them (see bar chart). further, among people who don’t have financial advisors, the top areas for which they would want guidance are retirement income planning, social security planning and medicare advice.
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accounting influencers

deal or no deal? the p.e. dilemma for cpas | accounting influencers

leaders must decide whether to follow the money—or protect their independence.
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accounting influencers
with rob brown

in a striking shift that’s redefining the accounting profession, private equity is no longer circling—it’s landed. on a recent episode of the accounting influencers podcast, host rob brown breaks down what might be the most transformative trend facing accounting firm leaders today: the rapid influx of private equity (pe) into the industry.

“would you sell half of your accounting firm to a private equity firm for a billion dollars?” brown asks. “because some of the biggest names in our industry already have.”

and they’re not small names. baker tilly, the 10th largest u.s. accounting firm, recently sold more than 50% of its business to a private equity firm. grant thornton did the same. the motivations are clear: stay competitive, invest in technology, attract top-tier talent, and survive the pressures of a changing profession.

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client accounting services

four questions for choosing cas clients

and three things to tell them.

by hitendra patil
client accounting services: the definitive success guide

you will use very similar fundamental steps to generate words and content to express the value of your client accounting services offering. you will focus on each component of your cas offering to do so, e.g., different content to talk about bill payment services, different for advisory and outsourced cfo services, and so on.

more by hitendra patil: the dna of advisory-cas | advisory is not consulting | what exactly is client advisory services? | review your cas offerings | cas prospects want proof? you’ve got that | what ai ceo’s warning means (and doesn’t) for accountants | ditch the sales pitch | how to get cas clients to blow your horn | four questions for choosing cas clients | what is your firm’s marketable value? | seven tips for cas marketing | twelve things that kill your cas profits
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you will also use the “contrast principle” to differentiate between your “usual” services and “cas offering.” marketing cas to your existing clients will be different than marketing cas to your prospects.
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2022年世界杯抽签

lewis: build growth strategy that works | capstone conversations

to turn disruption into opportunities, get marketers to the table “early and often.”

this is a preview. the complete video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
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capstone conversations
by jean caragher
for 卡塔尔世界杯常规比赛时间

kristen lewis, managing director of marketing for eisneramper and the 2025 association for accounting marketing (aam) marketer of the year, joins jean caragher on capstone conversations to share lessons from her marketing leadership, insights on post-pandemic strategy shifts, and her vision for the profession’s future. the conversation examines both the tactical and human aspects of cpa firm marketing in an era of rapid change, industry consolidation, and heightened client expectations.

follow jean caragher on 卡塔尔世界杯常规比赛时间 here. | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | catch jean caragher’s other show, gear up for growth, here. | and browse all the shows in the 卡塔尔世界杯常规比赛时间 broadcast network here

lewis reflects on her oft-quoted phrase from a previous capstone appearance during covid—“building the car while driving it”—as still being true today. she notes that the firm’s post-pandemic agility has become both a strength and a challenge, with the pace of innovation and disruption keeping teams moving at high speed. “we proved to ourselves that we could be nimble and change things on the fly,” she says. “that’s exciting, but also exhausting at times.”

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growth strategies

the ai revolution: embracing artificial intelligence in your practice

twelve practical ways you can use chatgpt or similar assistants right now.

by jackie meyer

in today’s rapidly evolving landscape, technologies like artificial intelligence (ai), natural language processing (nlp) and advanced large language models (llms, the brains behind tools like chatgpt) are no longer futuristic concepts – they’re here now, and they’re incredibly powerful. integrating ai into your tech stack can revolutionize your practice, freeing up time, enhancing client service, and providing insights that would be hard to get manually.

more: leverage technology for growth | streamline your operations with systems and processes | craft tiered service packages for maximum impact | master the roi method: price for value, not time | from compliance to advisory: shifting the value proposition | niche down to scale up | how to define your vision | how i became an accidental entrepreneur | build a seven-figure firm in four hours a week
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

it might sound a bit abstract or even hype-y, so let’s break it down in practical terms for an accounting and tax advisory firm.

what are ai, nlp and llms?

  • artificial intelligence: ai is a broad term for machines or software that mimic human intelligence processes. this includes learning from data (so they improve over time), reasoning to make decisions or predictions, and self-correcting when they get things wrong. in practice, ai can be as simple as an email spam filter (which “learns” what spam looks like by example), or as complex as an autonomous vehicle. in our context, think of ai as tools that can analyze data or perform tasks in a humanlike way – but at computer speed and scale.

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