When clients can access sophisticated financial planning information in seconds, what makes a CPA financial planner indispensable?
In this episode, Cary Sinnett talks with Jeff Levine, Chief Planning Officer at Focus Partner Wealth, about how artificial intelligence is changing the value financial planners provide. They explore why access to information is not the same as knowing how to apply it, where advisors should invest their time and expertise, and how AI can help create a more proactive, personalized client experience.
What you'll learn:
Practical Takeaway:
Don't measure the value of AI by how much time it saves. Measure it by how you reinvest that time. Use it to have deeper client conversations, develop specialized expertise, and deliver the judgment and perspective that technology alone cannot provide.
Resources:
Podcast: Cracking the AI Code for CPA Financial Planners
Resource: AI and Technology Updates for Financial Planning Practices
Resource: Planning after tax changes
Resource: Tax and Financial Planner
This episode is brought to you by the AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy, and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.
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