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AI-Powered Leadership for Advisors: Habits, Culture, and Workflows (Ep. 83)

AI-Powered Leadership for Advisors: Habits, Culture, and Workflows (Ep. 83)

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 In this Always On episode, Duncan MacPherson and Chris Jeppesen, Chief of Advisory Practices at First Trust, cut through the noise to show how modern advisory leadership blends clear operating rhythm, role clarity, and intentional culture, with AI as a practical tool to compress research, sharpen meeting prep, and turn ideas from books like Good … Continue reading AI-Powered Leadership for Advisors: Habits, Culture, and Workflows (Ep. 83) →
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