Day 3 is about creating powerful teams and professional alliances. We bring together advisors and accountants to help build 21st century practices designed to meet the complex needs of high net worth clients.
Here is what you'll learn on Day 3:
• Why the key to your success is harnessing the power of self-awareness
• How digital employees increase accuracy, instantly scale, and enable a 24 x 7 workflow
• The keys to transforming from 20th century accountant to 21st century advisor
• Why advisors and accountants have such a hard time actually working together (and how to address it)