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Wealth Tech, CPA Advisors, and ChatGPT-4

AFO|Wealth Management Forward2023-04-06T16:48:52+00:00

WE CONDUCT WEBINARS AND PANELS WITH LEADERS IN ACCOUNTING AND FINTECH!

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Docupace

Arrowroot Family Office

Wealth Tech, CPA Advisors, and ChatGPT-4

In this episode, Rory speaks with Ryan George of Docupace about his journey from the tax-focused wealth management world for CPAs to his current role as CMO of a leading fintech platform for Independent Broker-Dealers and RIAs. Discover the top pain points for financial advisors and CPAs in the current market and how technology can help solve these challenges. Find out you can leverage technology to enhance zthe client-advisor relationship and expand your service offerings in an increasingly crowded technology marketplace. Learn about the latest trends and innovations in wealth management technology, as discussed at the T3 conference. Do you want to know why 60% of Americans are reevaluating their perception of wealth? Do you want to know how CPAs and advisors can continue to position themselves as trusted advisors in the face of changing technology and consumer behavior? Find out the answer to these questions and more with CMO Ryan George.

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AFO|Wealth Management Forward


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Copyright © 2021 AFO Wealth Management Forward. All Rights Reserved.
Disclaimer: Results of enrolling in the AFO Wealth Management Forward program vary by participant and are not guaranteed. Arrowroot Family Office is a registered investment advisor and is not endorsing or promoting the sale of any security with this message.
JOIN OUR COMMUNITY
  • Terms & Condition
  • Privacy Policy
  • Web Accessibility
Copyright © 2021 AFO Wealth Management Forward. All Rights Reserved.
Disclaimer: Results of enrolling in the AFO Wealth Management Forward program vary by participant and are not guaranteed. Arrowroot Family Office is a registered investment advisor and is not endorsing or promoting the sale of any security with this message.