Get Insights into How AI is Shaping Advisory Businesses
Monday, March 16 at 12pm PT / 3pm ET
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.
Join financial planner and technology thought leader Jason Pereira in discussion with FP Transitions in-house experts and discover:
What has been the first repeatable wins for advisor teams
How time saved with AI is being used effectively
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
The discussion participants include Jason Pereira , senior partner and financial planner at Woodgate Financial and host of the Fintech Impact Podcast. He is joined by FP Transitions’ CEO Brad Bueermann, VP of Mergers and Acquisitions James Fisher, JD , and Scott Leak, CFP®, CEPA®, Director of Business Development & Senior Consultant.
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