Advice Engagement - The Future of Financial Planning
Presented by Ross Riskin, DBA, CPA/PFS, CCFC, MS Tax
Chief Learning Officer, Investments & Wealth Institute
Session date and time May 2, 2023 11:00 a.m. - 12:00 p.m.
The age of presenting massive financial plans with voluminous reports is dead. Today, clients and prospects are expecting advisors to engage in live interactive planning sessions faster than ever – they want “just in time” advice and they want it delivered in an understandable manner. This panel will feature thought leaders who will share their insights on how AI will play a role in helping advisors deliver advice more efficiently, what services that are viewed as luxuries today will become the necessities of tomorrow, how focusing on client education can lead to increased levels of trust and improved client behaviors, and why engagement is the new standard for success in financial advisory practices.
ACE Academy 2023 April 30-May 3, 2023 San Diego, CA
Ross Riskin, DBA, CPA/PFS, CCFC, MS Tax Chief Learning Officer, Investments & Wealth Institute
Dr. Riskin serves as chief learning officer for the Investments & Wealth Institute. His research and professional expertise focus on tax planning with respect to college and student loan advising. He also is the managing member of Riskin Wealth Management, LLC, founder and chief creative officer at visiWealth and sits on the Advisory Board for the American Institute of Certified College Financial Consultants (AICCFC). Dr. Riskin is recognized as a thought leader and expert in the areas of tax planning, college planning and student loan advising, and he is the author of The Adviser’s Guide to Education Planning: 1st and 2nd Editions, which are published by the AICPA. Dr. Riskin has presented to more than 12,000 individuals through webinars, conferences and in the classroom. He has been quoted in media outlets such as the Wall Street Journal, CNBC, Yahoo Finance, U.S. News & World Report, the New York Times and InvestmentNews. He has also been published in journals such as the Journal of Wealth Management, Journal of Financial Planning, Journal of Accountancy, Tax Notes and the Journal of Multistate Taxation and Incentives.
