Episode 9 – The promise of AI: Freeing up staff to holistically serve clients

Duration: 26 min 13 sec


Apple Podcasts

Welcome to The Modern Firm® podcast, hosted by Darren Root, Chief Strategist for Rightworks, founder of Rootworks (now Rightworks Academy) and an accounting firm owner for over 30 years, and John Mitchell, Culture and Workforce Advisor for Rightworks.

In this episode of The Modern Firm® podcast, Darren and John discuss how artificial intelligence (AI) plays an important role in your firm, allowing your staff to focus their time on what matters most—serving your clients holistically. They discuss how firms can evolve from the traditional and reactive business model to a modern firm that improves the business health of their clients. Bonus: Darren unveils a stellar AI prompt to help you prepare for your next client advisory meeting.


You can also watch the full episode on YouTube.

The Modern Firm® is produced and owned by Rightworks. You can learn more about the podcast, episode recaps and more at rightworks.com/resources/podcasts.