Leveraging AI to Optimize Firm Operations and Employee Compensation and Career Paths
Includes a Live Web Event on 10/22/2026 at 2:00 PM (MDT)
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Brought to you by the Asian-American/Pacific Islanders Knowledge Circle, discover how to leverage AI to streamline meeting notes and follow-ups, accelerate preparation for upcoming meetings, and benchmark employee compensation and career paths against data from similar firms.
Competency Level: Foundational
FPA Competency: Critical Thinking, Interpersonal Impact
CFP Board Topic: Practice Management
CFP Board CE Credit Hours: 0
Wilson Liu, CFP®
Associate Advisor
Stone Steps Financial
Wilson joined Stone Steps Financial in 2022 as an Associate Advisor. He earned his CERTIFIED FINANCIAL PLANNER™ (CFP) designation in 2024. He worked in Information Technology for over 20 years and made the shift into finance to follow his passion for helping others. Wilson received his undergraduate degree in Asian American Studies from the University of California, Los Angeles. An avid skier, Wilson was a part-time ski instructor for 8 years in Big Bear Lake, California. He lives with his lovely wife and two mischievous cats in Los Angeles; just 15 minutes away from where they both grew up."
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