Get more episode and subscribe on:
Ep04 - Leveraging technology to build your business as a financial advisor with Jason Pereira
Chris Reynolds sits down with independent financial advisor and business owner, Jason Pereira.
Jason is quickly emerging as one of the top financial planners in Canada through his use of technology in wealth management for leverage and efficiency in the growth of his business.
Chris Reynolds, Executive Chair and co-founder of Investment Planning Counsel, is turning the page on what it means to build a better business.
Tune in to conversations with visionaries and financial advisors who have walked the path to success for ideas you can implement today.
Technology can help to build your business
Jason is also the host of two podcasts The FinTech Impact and The Financial Planning for the Canadian Business Owners.
In this episode, Jasonand Chris dig into:
- Why the financial plan must be the first thing every advisor starts with
- How the use of technology solutions can give independent advisors way more leverage and scalability to drive operational efficiencies and growth
- Current trends in the industry - both in the US and Canada - and what financial advisors can expect to see in the Canadian marketplace
- And finally, Chris dives into a round of questions about what Jason loves most about his job, his one most memorable client, and what Jason would like to be remembered for.
If you loved this episode, I’d appreciate it if you would follow Turning the Page on Apple, Spotify or whatever podcast app you use! If you found the information helpful, be sure to share it with another financial advisor who could use these words of wisdom!
Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast/
Grab a virtual coffee with Chris
Would you like to spend 20 minutes with me - virtual coffee in hand – furthering the conversation you heard in any of the podcasts?
Want to be or being a guest on the show?
Fill out the form and let me know!
Ep04 - Leveraging technology to build your business as a financial advisor with Jason Pereira
