Two visions for AI are competing for the minds of wealth advisors. In the first, AI accelerates the digitization of countless tasks, freeing time and resources to scale based on elevated client-to-advisor ratios and advisor replacement through process automation. By contrast, the second vision recognizes the actual history of our industry, one in which each technological advance has resulted in more advisors servicing fewer clients in more comprehensive ways. In this alternative vision, success banks less on efficiency and more on effectiveness. In this session, attendees can expect to walk away with a greater understanding of how AI's strengths and limitations create the opportunity for more effective and valuable client-to-advisor relationships through deeper human understanding.

NOT A Great Investment SPECIAL GUEST: Jason Pereira- Senior Partner and Financial Planner at Woodgate Financial Inc. Jason is the perfect person to discuss the absolute disaster many Real Estate Investors face today. Because Jason has spent 10 years doing the math to explain to his Investment Advisory Clients that they were taking senseless risks buying cash flow negative Real Estate We explore all the things that went wrong

Beyond the sales pitches, acronyms, and product talk, what does it mean to be a financial planner? In this episode of the Rational Reminder Podcast, we sit down with long-time industry leader and advocate Jason Pereira. Jason is a Canadian financial planner with over 20 years of experience, dual CFP certification (Canada and US), and a passion for professionalizing the field. In our conversation, Jason shares details about his client-centred investment philosophy, explains why fiduciary duty is foundational, and unpacks the complexities of index fund adoption in Canada. We also delve into the barriers to transparent, evidence-based advice, the true role of a financial planner, the impact of the Fintech revolution, and the pros and cons of mortality pooling. He also challenges common myths surrounding financial planning, shares best practices for vetting financial advisors, and explains why the industry is long overdue for a transformation. Join us for career insights, cautionary tales, and forward-looking ideas that challenge the conventional thinking of what financial planning is, with Jason Pereira!

How will #AI reshape the role of human advisors in #wealthmanagement? Is it currently overhyped or underhyped? Three Crowns CEO Johnny Sandquist is joined by Jason Pereira, Sr. Partner and Financial Planner at Woodgate Financial, to talk about the impact of AI on #financialadvisors. Subscribe for more updates from Wealth Management's 2024 RIA Edge West Conference. Visit threecrownsmarketing.com for branding, websites, and original content marketing built exclusively for financial advisors and fintech.

Jason Pereira, senior partner & financial planner at Woodgate Financial, and Brian Portnoy, Shaping Wealth founder, join CNBC's Bob Pisani on 'ETF Edge' live from the ETF Exchange conference in Miami to discuss how financial advisors are incorporating artificial intelligence into their work and the role the technology is playing on Wall Street.

What is #fintech? Why should you care and be aware? Is Fintech company's security is on par with the banks? I had an amazing opportunity to talk to one of the leading forward thinkers in the space

In today’s conversation, we chatted with Jason M. Pereira one of Canada’s foremost experts in financial planning. Jason is a recognized writer, public speaker, podcaster, and teacher. He is an expert in all things related to financial planning and fintech. Questions we ask Jason in this episode: • What were the series of events that led to his interest in the topic of financial market regulation • His thoughts on the Client Focused Reforms (CFRs) and how he believes it will shape our industry going forward • The top things Jason would do to transform the wealth industry • The role he believes technology plays in helping firms and advisors fulfill their CFR obligations • How he believes the financial advisory industry will change in a decade from today