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Trends – Artificial Intelligence (AI) – May 2025 – BOND
100 Best Companies To Work For, becoming the highest of any of the “big four” accounting firms.
David Burkus • Best Team Ever: The Surprising Science of High-Performing Teams
Summary of Meeting
1. Core Framework (Taki Method)
Focus on one service, one market, one conversion tool, and one marketing channel until reaching $1 million in revenue.
2. Services Discussed
Strategy Service:
Green light. Core offering as it leverages power planners’ expertise.
Collaboration with financial advisors to help formulate strategies.
Complianc
Deloitte TMT Predictions 2022
www2.deloitte.comFinancial Strategy Design Consulting: Strategic Analysis
Core Value Proposition
The future of financial strategy consulting lies in human experts' unique ability to synthesize complex patterns and create innovative solutions that exceed current AI capabilities. Consultants leverage their deep understanding of Statements of Advice (SOAs) to:
Identify u