Niche Marketing Strategies
Includes Q&A
Tuesday, July 23rd at 12 pm ET
Join Duncan MacPherson for a webinar on niche marketing strategies specifically tailored for financial advisors. In this session, you will learn how to identify and effectively target your Most Valued Prospects (MVPs) to differentiate your practice and elevate your brand.
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Will Compliance be the Death of AI?
2024-01-22 • 2 minute video

Explore the evolution of AI in finance from testing to widespread adoption. Delve into the industry's approach to integrating AI with compliance protocols, ensuring every step from content creation to client communication aligns with FINRA and SEC guidelines.

This is an excerpt from episode 52 of the 'Always On with Duncan MacPherson' podcast featuring Craig Kirkpatrick, founder of Act-Three Consulting.

Stream the new episode of Always On by clicking here: paretosys.co/AODM_ep52

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