Fineberg, Hecker: How CPAs Are Filling the 100,000-Wealth Advisor Gap | Holistic Guide to Wealth Management
CPA Trendlines Podcasts
00:00
Bridging the Advisory Gap
This chapter explores the impending shortage of financial advisors and the vast wealth transfer expected in the coming years, highlighting the urgent need for new advisors. It examines the challenges faced by young professionals in the wealth management sector and the transformative role of technology, particularly AI, in enhancing financial services. The conversation underscores the importance of collaboration and ongoing education in cultivating a new generation of advisors to meet the growing demand.
Transcript
Play full episode
