Could embracing AI and specialized knowledge be the game changer for today's financial advisors?

In this power-packed episode, we're joined by Jason Pereira, a seasoned financial planner and technology advocate who passionately encourages advisors to harness the power of cutting-edge technology and specialized knowledge to stay on top. As we dive into Jason's expertise, we uncover the transformative impact of understanding not merely the financial landscape but also the behavioral sciences that significantly affect client success.