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Built for advisers, paraplanners, and practice leaders

What's on this week

A live Thursday session, plus a Wednesday deep dive on document generation. Join either or both.

Thursday

Marloo Weekly Webinar

1:00 PM Sydney time
45 minutes

Wednesday

Document Generation Deep Dive

1:00 PM Sydney time
30 minutes
Shak
Chris
Maria
Barnie
Kailee
Liam

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.

AS SEEN ON