Actionable AI Strategies for Advisors with Duncan MacPherson
- Jay Coulter, CFP®, CIMA®
- Apr 11
- 1 min read
In this episode of the Resilient Advisor Podcast, Jay sits down with Duncan MacPherson, CEO of Pareto Systems. Duncan dives deep into how artificial intelligence is transforming the financial advisory landscape, offering actionable strategies to enhance client acquisition, elevate the client experience, and streamline operations.
From mastering AI prompting to building intellectual property and competitor-proofing your practice, this conversation uncovers the tools and mindsets advisors need to thrive in a digital-first world. Whether you're an established advisor or just starting out, this episode is packed with insights to help you leverage AI for sustainable growth and enterprise value.
Key Topics:
Why AI adoption is non-optional for financial professionals
Practical use-cases to save time and boost productivity
How to use AI to create a referable, scalable business Insights from the "Always On" framework and the power of process
Grab your copy of AI for the Financial Professional: 17+ Best Practices & Use-Cases to Improve Efficiency & Productivity
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