Integrating Financial Advising & Financial Therapy: A Model for Optimal Financial Wellness Service Delivery

Do you struggle to understand, motivate, and engage your people? Do you have a hard time fostering ownership and accountability on your teams? Do you want to alleviate unnecessary stress, pressure, and anxiety within yourself and others?

Everything is "AI-Inside" these days.  Even pillows.  But maybe your accounting firm is still on the fence about whether it's worth your time.  Or maybe your accounting firm was first in line for Copilot and are now at the "Okay, what do we do with it?" stage…

Engage 2025 is packed with valuable insights and opportunities, but how can attendees ensure they maximize their experience? This session will help participants identify must-attend sessions, navigate key industry trends, and develop a game plan to make the most of the conference…