FOXcast cover image

Interacting Effectively with Family Wealth Advisors in the Age of AI with Craig Armstrong

FOXcast

00:00

How the CPA Role Has Evolved with Technology

Can you talk about how the role of the advisor has evolved amidst that technological disruption and particularly focus on how the role of the CPA has changed? Craig explains CPAs shifting from compliance to synthesizers of data and relationship builders.

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