Technology Versus Talent: Balancing Increasing Options in Both Worlds

Welcome to myCPE

Reviewed

February, 2024

Learning Objectives

To explore whether advisors, CPAs, and attorneys should lower the cost of services through the use of technology.
To analyze data security concerns when utilizing technology and outsourcing vendors.
To explain options and best practices when it comes to hiring remote employees or contractors.
To discuss what could constitute the practice of law or giving of tax advice, and how to add value without crossing this line.

Course Description

Are you ready to navigate the ever-changing landscape of wealth management with finesse? Join us for an insightful CPE session, "Technology Versus Talent: Balancing Increasing Options in Both Worlds," where we explore how to harness the power of both technology and talent to propel your practice to new heights.

In the age of generative AI and abundant technological tools, advisors are presented with the opportunity to deliver more services in less time, all while reducing costs. But, where does that leave the value of relationships and face-to-face interactions that clients cherish? This CPE Finance webinar delves into the delicate balance between tech-driven efficiency and the human touch that defines your practice.

Discover whether advisors, CPAs, and attorneys have a moral obligation to lower the cost of services through technology while preserving the client-advisor relationship. We'll also dissect data security concerns, vital for maintaining client trust when utilizing technology and outsourcing vendors.

In a post-COVID world, remote work has become more accessible than ever, allowing you to access talent through nontraditional arrangements. Learn how to explore and implement the best practices for hiring remote employees or contractors and discover new ways to level the playing field with larger firms.

Lastly, we'll explore the boundaries that define the practice of law and the provision of tax advice. Gain the insights you need to enhance your value proposition without crossing these legal lines, ensuring both compliance and client satisfaction.

Join us for this engaging session and unlock the synergy between Technology and Talent in wealth management. Register now to stay ahead in this dynamic industry!

Overview

The "Wealth Wave"

3 mins
The role of estate planning

11 mins
The estate planning environment

23 mins
Training and education

35 mins
Ideas for talent retention

48 mins

Webinar Qualifies For

1 CPE Credit of Finance for Certified Public Accountants (CPA-US)
1 General Credit of Finance for Accountant/Bookkeeper/Tax Professionals
1 CPD Credit of Personal Financial Planning for Personal Financial Specialist (PFS)
1 PL Credit of Financial Planning for Chartered Financial Analyst (CFA)
1 CE Credit of Financial Planning for Chartered Financial Consultant (ChFC)
1 CE Credit of Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA)
1 CPD Credit for Trust and Estate Practitioners (TEP)
1 CE Credit of Financial Planning for Certified Wealth Strategist (CWS)
1 CE Credit of Financial Planning for Retirement Income Certified Professional (RICP)
1 CE Credit of Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS)
1 CE Credit of Financial Planning for Financial Services Certified Professional (FSCP)
1 CE Credit of Financial Planning for Wealth Management Certified Professional (WMCP)
1 CE Credit of Financial Planning for Chartered Advisor in Senior Living (CASL)
1 CPE Credit of Finance for Iowa Licensed Public Accountant (IA-LPA)
1 PL Credit of Financial Planning for CIPM
1 CPE Credit of Finance for Maine Licensed Public Accountant (ME-LPA)
1 CPE Credit of Finance for Delaware Licensed Public Accountant (DE-LPA)
1 CE Credit of Financial Planning for Chartered Special Needs Consultant (ChSNC)

About Instructor

Griffin Bridgers

Senior Attorney, Hutchins & Associates

Griffin Bridgers, JD., LL.M., is a partner with the law firm of Hutchins & Associates LLC in Denver, Colorado. Griffin specializes in estate and income tax planning for high net worth individuals. Griffin is also a frequent speaker and educator, both online and in person, and he provides tax and estate planning updates through digital media through his YouTube channel and on an individual basis for clients and wealth professionals. Griffin also uses his advanced tax and estate planning knowledge on an individual, non-attorney basis to serve as a market expert on the delivery of planning services, and he advises wealth advisors and CPAs on the use of planning strategists and bespoke digital media to grow their client base.

Additional Information

Duration

1 Hour

Course Level

Basic

Instructional Method

QAS Self Study

Pre-requisites

None

Advance Preparation

None

FAQ’s

Click Here to View

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Ratings and Review

4.6

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Aileen Zaballero, CFE, CPA (US)

The presentation was well structured, with its content organized coherently and logically. The flow and pace of the presentation made it easy to stay engaged and follow the information being presented.

Carl Lamastra, CPA (US)

I really enjoyed this class and Griffin was an excellent presenter and was very knowledgeable.

Ann Milinazzo, CFP® (US), CPA (US)

I like the diverse selection of webinars & self-study classes that are available.

Kathryn Astbury, CPA (US)

Excellent seminar. Very valuable insight into the new age wealth transfers

Jeanette Carmona, CPA (US)

great to learn about estate planning

Course Preview

1 Credit

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Subject Area

Finance

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Technology Versus Talent: Balancing Increasing Options in Both Worlds

Course Details

Learning Objectives

Course Description

Overview

Qualifies for

Webinar Qualifies For

Presenter Details

About Instructor

Griffin Bridgers

Other Details

Additional Information

1 Hour

Basic

QAS Self Study

None

None

FAQ’s

NASBA APPROVED

Ratings and Review

4.6

Aileen Zaballero, CFE, CPA (US)

Carl Lamastra, CPA (US)

Ann Milinazzo, CFP® (US), CPA (US)

Kathryn Astbury, CPA (US)

Jeanette Carmona, CPA (US)

Subject Area

Unlimited Access Plan

Inclusions

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