Embark on a journey into the future of financial advising as CEO Greg Rozdeba, of Dundas Brokers, unravels the intricate dance between tradition and cutting-edge AI technology. From insightful marketing strategies to the power of SEO, discover how advisors can seamlessly digitize client experiences. In this episode, Reh, David and Greg demystify the overwhelming landscape of AI tools, making them accessible to all advisors. Gain a fresh perspective on the intersection of timeless client relationships and the transformative power of technology.