AFO|Wealth Management Forward cover image

Sam Altman OpenAI News, Hybrid Work & The Future of Advisory

AFO|Wealth Management Forward

00:00

Introduction

This chapter explores the transformation of wealth management services to focus on experiences and transformations, highlighting the role of technology, data analytics, and strategic advisory. It also discusses the need to appeal to younger professionals and the potential shift towards a subscription model for CPA services.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app