In this clip, Rob Brown and I discuss the rapid evolution of technology in the financial industry, particularly AI and video. Rob shares how AI can help advisors streamline their processes and create more engaging, personalized content for clients. We also explore the power of video messaging to strengthen relationships and foster referrals. Whether it's sending a 15-second birthday video or creating a weekly video series, these small touches can make a big difference. Rob and I touch on real-life examples of advisors using video to enhance the client experience, showing how high tech and high touch can work together.

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