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Are we heading towards a two-tier advice market? Natalie Holt discusses a potential divide in financial planning—between firms leveraging technology and personalised service, and those who aren’t. With insights from industry leaders, this article questions if firm size and tech access are creating a gap in client experience. Read the full story here 👇 https://lnkd.in/eVD9GVRN #FinancialPlanning #ClientExperience #TechInFinance

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Christina Vega

Client Relationship Specialist - Financial Services at RSM US LLP
2mo
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CFOs, it’s time to elevate your firm’s operations! Our upcoming webcast will show you how to leverage technology to optimize LP relations and demonstrate operational excellence. Don’t miss out on insights that will transform your data and tech strategies. #CFOInsights #TechForFinance #InvestorRelations https://rsm.buzz/3YnXAji
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Jennifer Busse (IMAA)

Principal - M&A Integration and Separation Leader at RSM US LLP - Complex Delivery and Post Close Optimization - Healthcare Industry & Private Equity Strategy and Management Consultant
3mo
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CFOs, it’s time to elevate your firm’s operations! Our upcoming webcast will show you how to leverage technology to optimize LP relations and demonstrate operational excellence. Don’t miss out on insights that will transform your data and tech strategies. #CFOInsights #TechForFinance #InvestorRelations https://rsm.buzz/4eCKIek
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Jill Settle

Senior Associate dPMO
3mo
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CFOs, it’s time to elevate your firm’s operations! Our upcoming webcast will show you how to leverage technology to optimize LP relations and demonstrate operational excellence. Don’t miss out on insights that will transform your data and tech strategies. #CFOInsights #TechForFinance #InvestorRelations https://rsm.buzz/3zmQUIt
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Thomas Shannon

Assurance Senior Manager at RSM US LLP
3mo
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CFOs, it’s time to elevate your firm’s operations! Our upcoming webcast will show you how to leverage technology to optimize LP relations and demonstrate operational excellence. Don’t miss out on insights that will transform your data and tech strategies. #CFOInsights #TechForFinance #InvestorRelations https://rsm.buzz/47vd9sl
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Christopher E. Banse, CPA

Partner, National Restaurant Leader & Assurance Industry Leader - Consumer Products
3mo
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CFOs, it’s time to elevate your firm’s operations! Our upcoming webcast will show you how to leverage technology to optimize LP relations and demonstrate operational excellence. Don’t miss out on insights that will transform your data and tech strategies. #CFOInsights #TechForFinance #InvestorRelations https://rsm.buzz/3XTZHLk
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Doug Kroetsch

National Assurance Leader and Western Canada Market Leader - RSM Canada
2mo
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CFOs, it’s time to elevate your firm’s operations! Our upcoming webcast will show you how to leverage technology to optimize LP relations and demonstrate operational excellence. Don’t miss out on insights that will transform your data and tech strategies. #CFOInsights #TechForFinance #InvestorRelations https://rsm.buzz/4eOYoDo
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Neil D. Chander
3mo
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CFOs, it’s time to elevate your firm’s operations! Our upcoming webcast will show you how to leverage technology to optimize LP relations and demonstrate operational excellence. Don’t miss out on insights that will transform your data and tech strategies. #CFOInsights #TechForFinance #InvestorRelations https://rsm.buzz/4gtZSEp
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Seth Marlin

Helping the Middle Market Thrive | Management Consulting | Financial Services | Life Sciences | Blockchain & Digital Assets | Consumer Products |
3mo
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CFOs, it’s time to elevate your firm’s operations! Our upcoming webcast will show you how to leverage technology to optimize LP relations and demonstrate operational excellence. Don’t miss out on insights that will transform your data and tech strategies. #CFOInsights #TechForFinance #InvestorRelations https://rsm.buzz/47xYPPE
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Nicolas Atterberry

Senior Associate - Managed IT Services Consultant
3mo
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CFOs, it’s time to elevate your firm’s operations! Our upcoming webcast will show you how to leverage technology to optimize LP relations and demonstrate operational excellence. Don’t miss out on insights that will transform your data and tech strategies. #CFOInsights #TechForFinance #InvestorRelations https://rsm.buzz/3MU0hlS
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John Majer

Advisor to private equity (PE) owned companies, and companies looking for capital
3mo
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CFOs, it’s time to elevate your firm’s operations! Our upcoming webcast will show you how to leverage technology to optimize LP relations and demonstrate operational excellence. Don’t miss out on insights that will transform your data and tech strategies. #CFOInsights #TechForFinance #InvestorRelations https://rsm.buzz/4elBZxg
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