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Friday, March 31, 2023

The WealthStack Podcast: Digitizing Your Observe Finish-To-Finish

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.


THE FUTURE OF WEALTH MANAGEMENT IS DIGITAL, and cutting-edge expertise is powering a brand new technology of growth-minded advisors. Discover out extra at WealthStack.

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