Leveraging AI to Optimize Firm Operations and Employee Compensation and Career Paths

The October 2026 Asian-American/Pacific Islanders Knowledge Circle will be held on Thursday, October 22nd at 4 pm ET.

Guest speaker Wilson Liu will be presenting, "Leveraging AI to Optimize Firm Operations and Employee Compensation and Career Paths."

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.

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."