Most of us are a part of this profession because we really enjoy advising our clients and helping them succeed. If we're honest, we spend a lot less time advising and a lot more time just cleaning up messes. What if you could leverage new machine learning tools to do the cleanup and free up your time for more client advisory work? What if you could spend less time trying to recruit, retain, and supervise an army of staff to do that cleanup and could instead leverage technology tools and a smaller stable of more experienced client advisors? What if your margins improved in the process? This is not a decades-from-now future reality. The technology exists today. Come learn how firms are integrating these tools into their practices and freeing themselves up to focus on the client work they most enjoy.
• How to set up work flows that integrate automation technologies
• How to price and sell engagements and which advisory services to incorporate
• How to change your approach to staffing to embrace these new tools.