The Surprise ROI From AI
๐ช๐ฒ๐ฏ๐ถ๐ป๐ฎ๐ฟ ๐๐น๐ฒ๐ฟ๐!
The biggest financial return from AI doesn't come from tech. It comes from the human relationships it frees you up to build.
Join us for our next First Steps Financial Foundations session: "The Surprise ROI from AI"
We’re skipping the tech jargon and looking straight at the balance sheet:
โพWhy client retention beats acquisition 5-to-1 (and how to stop the "leaky bucket").
โพThe simple formulas to calculate your Client Lifetime Value (LTV) and Net Revenue Retention (NRR).
โพA realistic blueprint to turn 5 reclaimed administrative hours into compounding gross margin.
High-tech in the back office. High touch in the front office.
๐๏ธ Date: November 19, 2026
โฐ Time: 1PM EST
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Media Contact : Alisa McCabe
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