In this episode host, Jason Pereira talks to Binna Kim founder of Vested. The company is an integrated agency of Fintech and Financial Services Firm. She jokes about her Jerry Maguire moment when she decided to quit and start her firm.

Fintech ImpactJason PereiraApril 20, 2021Fintech, Marketing

Be Advised - Leading with Value with guest Jason Pereira

Jason Pereira makes a guest appearance on “Be Advised - Leading with Value” for their episode: "It’s Time To Make Your Voice Heard” with Host, Brad Swineheart.

Guest AppearancesJason PereiraMarch 24, 2021Financial Planning, Marketing

Questrade Revisited: Clarifications . . . and Dangerous Loopholes

A few weeks ago, I published a critique of Questrade’s marketing and brand promise. As the post gained traction, several people publicly commented both in support and opposition to the article, and many more reached out privately.

WowM, FeaturedJason PereiraSeptember 7, 2020Roboadvisor, Discount Broker, Value of Advice, Marketing

Questrade's Marketing: Valid Points, the Denial of the Value of Advice, and Undeliverable Brand Promises.

There’s one company in Canada that financial advisors almost universally hate: Questrade. It’s no mystery as to why; after all, Questrade has – for years – focused its marketing efforts on ads attacking the advisory industry, questioning our value and above all else, our cost.

WowM, FeaturedJason PereiraJune 8, 2020Roboadvisor, Discount Broker, Value of Advice, Marketing

Lead Pilot with Samantha Russell (CEO) | E109

Summary:

In this episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews returning guest Samantha Russell, Chief Marketing & Business Development Officer at Twenty Over Ten. This time around, instead of discussing Twenty Over Ten, Samantha has come to talk about Lead Pilot, which is Twenty Over Ten’s content marketing platform for financial advisors. Samantha also explains inbound marketing, why it is so effective, and how inbound marketing differs from short-form marketing.

Fintech ImpactJason PereiraFebruary 18, 2020Marketing, Automation, inbound marketing

AdvisorStream with Kevin Mulhern (CEO) | E79

Summary:

In this 79th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Kevin Mulhern, CEO and Co-Founder of AdvisorStream, an omnichannel online management tool to help advisors to communicate and market to their clients. Kevin shares information about how AdvisorStream works and provides value to advisors, how AdvisorStream can provide targeted content, and ways to benefit from their newsletter and content from world-class publishing partners.

Jason PereiraJuly 23, 2019Marketing, Social Media

Twenty Over Ten with Samantha Russell (CMO) | E69

Summary:

In this 69th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host conducts an interview with Samantha Russell, Chief Marketing and Business Development Officer at Twenty Over Ten. Twenty Over Ten is a company that assists advisors with marketing and consulting for their business, along with intuitive websites that are easy to manage with a compliance backend. Samantha shares how Twenty Over Ten was started, the marketing problems that they provide their client's solutions to, and the common reasons why many advisors either succeed or fail at digital marketing.

Jason PereiraMay 14, 2019Compliance, Websites, Marketing