Winning with fintech:
How to give (and monetize) tech advice

Do you feel like clients are always resisting change when it comes to fintech — or that you're missing a revenue opportunity by not charging for technology advice? You’re not alone.

In this webinar recording, Logan Mallory, VP of Marketing at Plooto, walks through an off-the-ledger look at how accountants and clients are actually using fintech, based on Plooto’s recent survey of 500+ accountants.  
 


He also shares recommendations for how to dispel client concerns and monetize your advisory services. 

Watch the video to learn about:

• The state of fintech adoption by accountants and their clients 
  
• The costs of underutilizing tech and benefits of tech adoption 
  
• Four client-friendly ways to expand your advisory services 
  
• How to remove your clients’ top five barriers to fintech adoption 

  Watch the video