Augmented Humanity with Three Crowns Marketing

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.

Guest AppearancesJason PereiraNovember 12, 2024Financial Planning

IAFP 2024: Compliance Trends

Guest AppearancesJason PereiraOctober 4, 2024Financial Planning

IAFP 2024: Digital Intimacy

Guest AppearancesJason PereiraOctober 3, 2024Financial Planning

The Unlock: Building the Best Advisor Tech Stack

Guest AppearancesJason PereiraSeptember 10, 2024fintech

Beyond MD: Re-examining pension plans for professionals

Guest AppearancesJason PereiraSeptember 5, 2024Financial Planning

Wealth Management Edge: The Future of AI

Jason Pereira, Senior Partner and Financial Planner, Woodgate Financial sits down with Shannon Rosic to demystify the hype around AI and prompt us to start thinking about how and where we want to be replaced by AI (hint: it won't look like a Terminator movie...)

Guest AppearancesJason PereiraMay 21, 2024AI

AI & The Future of Advice @ Exchange 2024

Guest AppearancesJason PereiraFebruary 13, 2024Financial Planning

CNBC: How Financial Advisors are using AI

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.

Guest AppearancesJason PereiraFebruary 12, 2024Financial Planning

More Money Podcast: Exposing the Canadian Financial Industry

Guest AppearancesJason PereiraFebruary 8, 2024Financial Planning

Rethink Podcast: The Age of Digital Intimacy featuring Jason Pereira

Guest AppearancesJason PereiraNovember 8, 2023Financial Planning

Future Proof Festival: What Clients’ Want from Their Advisor

Guest AppearancesJason PereiraOctober 12, 2023Marketing

DC Talks: Master Financial Planning & Real Estate Investing

Guest AppearancesJason PereiraJuly 17, 2023investing

The WealthStack Podcast: Digitizing Your Practice End-To-End

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

Guest AppearancesJason PereiraMarch 31, 2023Financial Planning

Wealth Compliance Leaders

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

Guest AppearancesJason PereiraAugust 22, 2022Financial Planning

'The Most Hated F Word' episode with guest, Jason Pereira

Jason Pereira makes a guest appearance on The Most Hated F Word for their episode: "The Future Of Banking Is Coming. Are You Ready”, where they discuss Open Banking.

Guest AppearancesJason PereiraNovember 12, 2021Financial Planning, Financial Advisor

A BCC (Business Career College) Education episode with guest, Jason Pereira

Jason Pereira makes a guest appearance on The BCC (Business Career College) Education Channel for their episode: "CE Drive with Jason Watt — The F-Word and Other Regulatory Concerns.”

Guest AppearancesJason PereiraOctober 18, 2021Financial Planning, Financial Advisor

The Leadership to Wealth Podcast with guest, Jason Pereira

Jason Pereira makes a guest appearance on “The Leadership to Wealth Podcast” for their episode: "How To Do What You Love & Help Others” with Host, Neil D’Souza.

Guest AppearancesJason PereiraAugust 13, 2021Financial Planning, Financial Advisor

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

Young Money Podcast EP164: Financial Planning for Business Owners with Jason Pereira

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

Guest AppearancesJason PereiraJanuary 21, 2021Financial Planning

8topod the 8topuz Fintech Podcast with guest, Jason Pereira

Host, Anthony Munns invited me to come on to the 8topod the 8topuz Fintech Podcast where we discussed the battle between fintech v traditional financial institutions.

Is the world of global fintech shaking up the financial world to a point where the incumbent financial institutions are quivering in their boots? Or are the established networks still able to convince the retail sector that their products are worthy of their time.

Guest AppearancesJason PereiraNovember 27, 2020fintech