UPCOMING WEBINAR: Harnessing AI for Growth
How Financial Advisors Can Elevate, Scale, and Future-Proof Their Business
In this fast-paced presentation, Duncan MacPherson explores the strategic integration of artificial intelligence into the modern financial practice. Drawing on decades of coaching elite professionals and real-world examples from over 200 active client engagements, Duncan demystifies the role of AI, not as a threat to the advisor, but as a liberating tool that enables professionals to reclaim their time, systematize their value, and ultimately increase enterprise value.
This webinar is not a surface-level overview. It's a masterclass on how to translate curiosity into capability and how to move from intent to implementation. With AI accelerating at an unprecedented pace, Duncan makes the case for why financial advisors must become serious students, not just of AI, but of their own businesses, and why doing so can position them for a work-optional lifestyle and a successful transition or succession in the future.
Key Takeaways:
- Decommoditize, Demystify, and Depersonalize Your Business
- Build an AI-Enhanced Practice Management Playbook
- Evolve from Technician to CEO
- Boost Organic Growth with Professional Contrast
- Scale and Exit with Intention
Why It Matters:
AI isn't replacing financial advisors, it's replacing financial advisors who resist evolving. Duncan delivers a clear and compelling case for why AI adoption is now a fiduciary responsibility, a professional differentiator, and a personal liberator. If you want to grow, scale, or exit with purpose, this is a conversation you can't afford to miss.
Date: Tuesday, August 19th
Time: 12:00 PM ET | 9:00 AM PT
Register: https://www.paretosystems.com/webinars/Harnessing-AI-for-Growth-8285379115913004122
