Get Insights into How AI is Shaping Advisory Businesses
AI is emerging as a disruptive force in nearly every industry, including privately held independent advisory businesses. In the years to come, this disruption could have major impacts on the value of your business, and the future of M&A in the industry. It may also impact everything from operations to client relationships.
Watch financial planner and technology thought leader Jason Pereira in discussion with FP Transitions in-house experts and discover:
Which repeatable wins have come first for advisor teams
How you can effectively save time with AI
Why fee compression hasn’t been playing out as predicted
How AI-enabled firms may be valued differently in the future, and what that could mean for future M&A activity
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