Prospect, Produce, Prosper
Prospect, Produce, Prosper
Marc Rogers
The Real Impact of AI on Advisors: Balancing Efficiency and Personal Touch
29 minutes Posted May 8, 2025 at 3:00 pm.
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AI is everywhere—but how should financial advisors really be using it? In this episode, Marc Rogers and James Andersen break down the good, the bad, and the ugly of AI in advisory marketing. Discover where AI helps, where it hurts, and why your voice is still your most powerful marketing tool.