Westin Hilton Head Island Resort, South Carolina
Industry Professionals from across the country attend AFWA’s Women Who Count™ Conference to become more knowledgeable on industry trends and gain a competitive edge with leadership development. Conference veterans and new attendees alike join to connect with each other, gain insight and inspiration and celebrate the AFWA experience. 17 CPE Credits.
Join Deneen Dias’ workshop on October 23 at 9:45am ET: The CAS Pivot: The Time is Now
The rise of automation has commoditized ‘the numbers,’ but it has created a gap between interpretation and strategy. Clients are asking for advice. In this session, Deneen Dias & Christine Triantos from Infinite Ties will discuss the blueprint for profitably adding Client Advisory Services (CAS) to your practice. As experts in building a CAS practice, they move past the theory and provide a practical ‘getting started’ framework to help you: Identify the ‘Advisory Gap’ in your current client base. Bridge the transition from compliance to advisory-first without losing your mind. Reclaim your time by letting automation handle the ‘math’ while you handle the ‘mission.’ Join us to learn how to build a firm that offers more than just accuracy—it offers insight, impact, and a predictable bottom line.
