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All items tagged with: tax advisors

Will Robo-Advisors Threaten the Future of Your Financial Services Business?

Posted: September 01, 2017 VIA: Knowledge Bureau
Posted in: Strategic Thinking , Tax Planning, investments, relationship management, retirement planning, financial advisors, wealth management, tax advisors, financial services, investment advice, entrepreneur, innovative thinking, thought leadership, financial advice, future-proof, robo-advisors, value proposition, artificial intelligence, cyborgs, high-net-worth clients, complex financial issues, customer relationships, holistic advice, growing your business

As a financial advisor, you rely on technology to do your job effectively, but it’s also a disruptor in the industry these days. Robo-advisors are a force to be reckoned with, offering automated services that provide low-cost advice. Are they turning financial advice into a commodity? Will you be priced out of the market? How can you compete with robo-advisors?

Join Them: Think Bigger with 21 Top Advisors

Posted: September 03, 2014
Posted in: Strategic Thinking, Investment & Retirement, Succession & Estate Planning, Tax Planning , distinguished advisor conference, tax advisors, wealth advisors

There are big sweet spots for advisors and clients who focus on the right issues in the financial services, and 21 influential movers and shakers from both sides of the Canada – US border will embellish on them this fall at the annual Distinguished Advisor Conference to be held in the Texas Hills, near Austin, November 9 – 12.

21 Distinguished Speakers Think BIG

Posted: August 20, 2014
Posted in: Your Professional Development, Investment & Retirement, Succession & Estate Planning, Tax Planning , distinguished advisor conference, tax advisors, wealth advisors

There are big sweet spots for advisors and clients who focus on the right issues in the financial services, and 21 influential movers and shakers from both sides of the Canada – US border will embellish on them this fall at the annual Distinguished Advisor Conference to be held in the Texas Hills, near Austin, November 9 – 12.

DAC: Think BIG! Don’t Miss The Early Bird Registration – June 30

Posted: June 05, 2014
Posted in: Your Professional Development, Bookkeeping and Accounting, Investment & Retirement, Succession & Estate Planning, Tax Planning , distinguished advisor conference, financial advisors, wealth managers, tax advisors

Experience education differently at DAC! Think strategically with succession planning experts, economists, portfolio management specialists, tax and legal advisors, celebrities, and marketing experts November 9-12, 2014.