Published: April, 2022
Many firms are already turning to automation to free up time to replace the squeeze on traditional fee earning potential with value-added services. They are looking for marginal gains across the whole lifecycle of their service portfolio. One of the research has shown that firms focusing on delivering high-value advisory services to their clients, can anticipate growth in the region of 10 to 20% annually.
Want to automate, but don’t know where to begin?
In this CPE Webinar, we will talk about how to create automation for your advisory practice. We will also discuss how to apply DIY automation to the prospecting process, or the process before individual signs on as a client.
We welcome all automation newbies!
With all growth initiatives, the path from concept to implementation is never straightforward. It requires a change in mindset where firms are no longer selling minutes in a day, but an outcome and forecasts based on decisions. It’s important to develop and refine a clear roadmap and business strategy to take to your partners, team, and clients.
This CPE Course on Automation is appropriate for CPAs who want to create automation themselves without outsourcing to consulting practice. The course material will be basic.
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.
Managing Advisor, Commas
Claire is the Managing Advisor of Commas, which is a fee-only firm that provides financial planning to the everyday person. As Managing Advisor, she spends half her time guiding the strategic direction of the firm, and the other half of her time directly advising clients. She believes that all people deserve to have access to honest, fiduciary advice. She is passionate about creating and sharing processes and efficiencies that lower the cost of serving clients so more people can have access to this traditionally cost-prohibitive service.
Claire received her bachelor’s and MBA from Indiana University. She is a Certified Public Accountant, CERTIFIED FINANCIAL ADVISOR ™, and soon-to-be-mom. She lives in downtown Cincinnati, OH. In her free time she loves to run marathons and cycle long distances.
Commas is a financial advisory that provides fee-only service to the EveryInvestor: those who might not fit the astronomical standards set by traditional high net-worth advisories but still deserve personalized financial guidance to meet their goals. We offer services with no account minimums, working with our clients at every step of the process and empowering them to create, plan, and achieve their desired money goals.