Finish Strong in 2024: Build Momentum for a Powerful 2025
Includes Q&A - with Duncan
Tuesday, October 22nd at 12 pm ET
As 2024 winds down, Q4 is the perfect time to position yourself for a strong finish and set the foundation for an even more successful 2025. Join me for this exclusive webinar where I'll share four actionable strategies that I've refined over the years, all designed to generate results quickly and predictably.
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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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