We are delighted to bring you another "In The Know" episode featuring Alan Smith ➡️ CEO of Capital Asset Management
Join us as we explore:
Core Values: Alan discusses how core values such as family, travel, adventure, learning, and giving back, not only guide his personal life but also his professional practice.
Podcast Gems: "Bulletproof Entrepreneur" highlights key entrepreneur traits: resilience, vision, and innovation.
Pricing Models: Hear Alan's move to value-based subscription models, moving beyond traditional AUM fees. Alan discusses the shift to pricing that reflects true value delivered to clients. Explore the transformation:
AI's Role in Financial Planning: Artificial Intelligence in financial planning, from streamlining data processing to elevating client service. Alan stresses a cautious yet strategic embrace of AI, highlighting the importance of data security and compliance. Learn more:
An essential episode for Financial Planners and anyone interested in entrepreneurship, technology, and personal growth.
▶Be inspired by tuning in now:
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A huge thank you to Alan for sharing his insights.
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