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28:37
YouTube
Zocks
AI in Action: Practical Tips for eMoney Users
Scott Keegan, CFP®, ChFC®, of Gertsema Wealth Advisors, and Zocks experts share real-world best practices for eMoney users, including how AI can shrink four hours of meeting prep into 30 minutes, and how Zocks can pull client data shared in a conversation directly into eMoney in seconds. You’ll walk away with practical tips you can start ...
186 views
6 months ago
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