4 Steps to Building
Your Dream Team
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Tuesday, May 21st at 12 pm ET
Join Duncan MacPherson for an insightful webinar on the dynamics of forming and developing high-performance teams. Based on the acclaimed Tuckman's Model, this session will explore the essential stages of team development: Forming, Storming, Norming, and Performing.
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AI Marketing Tools for Advisors
2024-03-25 • 4 min video

Struggling with writer's block and wasting time on notes? Discover how Financial Advisors are using AI to write content, summarize meetings, and boost efficiency. Watch to learn how ChatGPT and AI can transform your practice!

This is an excerpt from episode 55 of the "Always On with Duncan MacPherson" podcast featuring Seth Diener, owner of Diener Money Management, and Alex Lerch, director of Oak & Stone Advisor Marketing.

Stream the new episode "The Future of Branding and Client Acquisition" by clicking here: https://paretosys.co/AODM_ep55

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