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What's on this week
Two Thursday sessions back-to-back, plus a Wednesday deep dive on document generation. Join any or all.
Session 1
Consolidating your tech stack
11:00 AM Sydney time
Session 2
Maximising Marloo: What other advisers do
11:30 AM Sydney time
Session 3 · Wednesday
Document Generation Deep Dive
11:00 AM Sydney time
Hosted by the Marloo team. A practical session on where AI fits in advice workflows, from meeting notes and follow-ups to documents, reviews, and client context.
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