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Free cpe webinars
Insights to Intelligence: How to Become a Data Driven Advisor


Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 5, 2019
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

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, 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,’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:

  • Learn how to define “insights” and “intelligence” in the context of financial advisory and the important distinction between the two.

  • Hear from industry experts about their approaches to the insight-discovery process and how they convert insights into actionable intelligence.

  • Gain an understanding of the concept of Data Driven Advisory and the high-impact opportunities available to financial professionals who are operating in this space.

  • Receive an introduction to, a tool that serves as an insights-engine for Data Driven Advisors.

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Hailey Casper
Customer Success Manager


Hailey Casper is the Customer Success Manager at 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. 

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Richard Roppa-Roberts is the Founder and Intellectual Handyman behind Quasar Cowboy, where he helps ProAdvisor bookkeeping firms as well as clients with strategy, tech, workflow, engagement process, sales, marketing, and long-term planning. In addition to Quasar Cowboy, Richard is a co-host of the long-running QBO Show since 2018 (along with show co-founders Stacy Kildal and Woody Adams). Richard also facilitates the "Not the Only One" Roundtable community of bookkeeping professionals.


Madeline Pratt is a serial entrepreneur and the Founder & CEO of Fearless In Training, a creative consulting practice that specializes in creating immersive educational experiences for accounting professionals. The Fearless In Training team possesses a unique set of skills in the realms of technology, marketing, and channel development that they leverage to provide guidance to firms and technology companies. Madeline spends her time teaching, speaking, and facilitating two community groups (Firm Forum & Womxn Talk Money) with a focus on helping practitioners from around the globe transform to attract their clients, own their value and scale successfully.

About Our Sponsor

Quickbooks logo preferred rgb
Intuit believes in the power of the individual. The power to do more. To make more. To be more. We believe in the people who do things – the hat jugglers, the to-do list junkies, the masters of getting it done faster, better and more efficiently than ever before. Whether that's balancing the household budget, running a business or paying taxes. We believe in these people because we are these people. We thrive on action – and results. And by making things simpler, we all get more out of doing what we love. We're innovators, and have been at it for more than three decades. And we don't stand still. As the world evolves, so do we – inventing new solutions to solve important problems, perfecting those solutions and delighting our customers. In short: Improving people's financial lives so profoundly they can't imagine going back to the old way. We started small in 1983 with Quicken personal finance software, simplifying a common household dilemma: balancing the family checkbook. Today, we've improved the lives of more than 45 million people, and our annual revenue exceeds $4 billion. We're publicly traded with the symbol INTU on the Nasdaq Stock Market, and regularly recognized as one of the best places to work in locations around the world.