Monetary advisors have a plethora of choices in terms of constructing their tech stack. However, how can they finally leverage new expertise to ship a significant consumer expertise?
On this episode, Shannon Rosic, director of WealthStack content material and options, speaks with Jason Pereira, an award-winning monetary planner, entrepreneur, and fintech professional, on how each a part of the consumer expertise and enterprise administration could be enhanced and made extra environment friendly by way of digitization and automation.
Shannon and Jason talk about:
- How advisors can reveal worth to purchasers by way of expertise
- What it means to digitize your apply from end-to-end
- How expertise is following the market to satisfy the wants of purchasers
- Why area of interest advertising might be the important thing to serving to drive development charges
Join with Shannon Rosic:
Join with Visitor:
About Our Visitor:
Jason Pereira, R.F.P., is a monetary planner, entrepreneur, author, broadcaster, podcaster and professor. He’s Accomplice, Senior Monetary Guide, at Woodgate Monetary Companions in addition to a part-time professor on the Schulich Faculty of Enterprise. Jason is the founding father of two expertise start-ups and host of the Fintech Impression podcast. He holds two levels and 7 designations, is a three-time winner of the International Monetary Planning Award and finalist/winner of 28 different business awards.