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.
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.
Richard Roppa-Roberts is the Founder and Intellectual Handyman behind Quasar Cowboy, where he helps ProAdvisor bookkeeping firms as well as Apps.com 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.