From data discovery to unearthing insights and beyond...
The data driven era of advisory has arrived.
But what exactly are “insights”? And what does it mean to provide “operational intelligence” to your clients?
We’re glad you asked!
At chata.ai, we believe that data is the single source of truth that tells the story of a business over time. We also believe that financial professionals have a unique opportunity to understand, share, and even transform their clients’ data stories for the better.
During this webinar, Hailey Casper, chata.ai’s Customer Success Manager, will be joined by industry experts, Richard Roppa-Roberts of Quasar Cowboy and Madeline Pratt of Fearless in Training. Together, they’ll discuss what it means and what it takes to become a Data Driven Advisor, why unearthing insights and offering actionable intelligence matters, and what advice they have for other modern financial professionals who are ready to take on a data driven approach in their own practice.
Course Objectives:
chata.ai
Customer Success Manager
[email protected]
Hailey Casper is the Customer Success Manager at chata.ai where she works collaboratively with financial professionals to help them succeed in their exciting journeys toward becoming data driven advisors. Hailey is customer-obsessed, and she takes great pride in helping every chata user to realize their highest potential as they transform from human to superhuman with AI as their ally.
Quasar Cowboy Consulting
Founder
[email protected]
(832) 891-4463
Richard Roppa-Roberts is the Founder of Roundtable Labs and Quasar Cowboy and is affectionately known as the ProAdvisor’s Advisor.
Richard offers executive and strategic coaching and business insights, guidance, and systems for accounting professionals. In addition, he is an experienced facilitator, conference speaker, and author at Firm of the Future and CPA Practice Advisor.
He was named by Accounting Today as "One to Watch“ in the Top 100 Most Influential People in Accounting issue, November 2019.
Fearless Foundry
Founder and CEO
[email protected]
Madeline Reeves is the Founder & CEO of Fearless Foundry, a creative consulting firm that specializes in helping ambitious innovators with their marketing, branding, and business development. She has spent her career serving as a business development leader working for technology companies ranging from small startups to large publicly traded companies. She launched Fearless Foundry in 2017 to help companies boost their branding & internal strategies to build better businesses & work with clients they love. In addition to her role as CEO, Madeline is also the host of the Finding Fearless podcast.