In this 124th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Edmond Walters, CEO and Founder of Apprise Labs, and the original Founder of eMoney. Edmond Walters talks about building both services, how Apprise Labs can be a fun tool for clients and advisors to gage financial plans and how spending impacts them, and integration with Invest Net Connect.
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In this 123rd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Dr. Daniel Crosby, Founder of Tulip, Chief Behavioral Officer at Brinker Capital, and Best-Selling Author. He is known for figuring out ways to take behavioral finance theory and implement in real life. Dr. Daniel Crosby speaks about his new platform, Tulip which puts that process into action.
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In this 122nd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Lisha Davis, Founder of Arable Ventures LLC, an innovation and startup consulting/advisory practice in NYC. Davis is also an investor at 37 Angels, Venture Partner at VU Venture Partners, and Former Head of Innovation at Vanguard.
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In this 121st episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Daniel P. Simon, Author of the book The Money Hackers. Daniel P. Simon talks about the different founders and companies that have changed the finance world in the last 10 years.
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In this 120th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Melika Hope, Head of Product for Small Business and Self-Employed Group at Intuit. Intuit is the world’s largest provider of accounting software. Melika Hope talks about how Intuit has managed to, through customer focus, continuously innovate up it’s product.
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In this 119th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Alex Lazarow, Venture Capitalist and Investment Director at Cathay Innovation and Author of the book Out-Innovate: How Global Entrepreneurs--from Delhi to Detroit--Are Rewriting the Rules of Silicon Valley. Alex Lazarow talks about how entrepreneurs around the world approach various problems differently in order to achieve success.
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In recent years, podcasting has grown from its humble hobbyist origins to become a big, global business. It’s estimated that there are currently over 1 million active podcasts, featuring 30 million podcast episodes available in over 100 languages. Stats tell us that more than one in five Americans currently listen to podcasts weekly, and the numbers are only going in one direction: up.
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Summary:
In this 118th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Matt Alston, COO & Co-Founder at Surex, an online digital insurance broker that caters to home, auto, and various forms of casualty, seeking to digitize the entire consumer experience. Matt Alston explains the origin of Surex, the solutions that it provides to its users, increasing automation to compete long-term, and providing intelligent distribution.
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I have asked the question countless times when meeting with representatives from various product and service providers.
“When am I going to be able to do this digitally?”
The typical response to this question? “Don’t hold your breath.” Usually accompanied by some sort of either laughter or awkwardness.
My response to this nonsense and heel-dragging has always been the same. “What year, exactly, do you think it is?” After all, DocuSign was founded in 2003.
Needless to say, in the wake if COVID 19, companies’ apathy to digitization is no longer funny. In fact, it never was.
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Summary:
In this 117th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Dan Doney, CEO of Securrency, a blockchain-enabled tokenization platform that bakes compliance into the actual token. This enables the token to represent the actual asset and simultaneously has rules set around who can participate, what the issuance policies are, and what government regulations come into play.
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Attention all Financial Advisors:
My friends over at Advisorstream re conducting a short 3 question client communication survey. Please take the time to fill it out and you will be entered in a draw for a $100 Starbucks gift card.
http://advisorstream.com/survey2020
All the best,
Jason
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Summary:
In this 116th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Giles Sutherland, Managing Director for Growth Markets at Carta. Carta is a provider of underlining payment infrastructure for various players in the market, including many well-known fintechs.
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Summary:
In this 113th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews J. Gaston Siri, Chief Executive Officer at SideDrawer and Jamie R. Wolkove, Vice President Sales & Marketing at SideDrawer. SideDrawer is an app and platform based in Toronto, Ontario, Canada that allows you to store all the stuff in your life in one place, not just as pdf files, but with intelligence to drive action and support.
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I have asked the question countless times when meeting with representatives from various product and service providers.
“When am I going to be able to do this digitally?”
The typical response to this question? “Don’t hold your breath.” Usually accompanied by some sort of either laughter or awkwardness.
My response to this nonsense and heel-dragging has always been the same. “What year, exactly, do you think it is?” After all, DocuSign was founded in 2003.
Needless to say, in the wake if COVID 19, companies’ apathy to digitization is no longer funny. In fact, it never was.
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Summary:
In this 114th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Neil Sheehan and Awaad Amir who both work in the roles of Research & Advisory at Celent. Celent is a consultant to large financial and Fortune 500 institutions that deals with how they can better adapt to technological challenges that they are facing. Awaad Amir and Neil Sheehan discuss the uses and developments of voice activation.
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The one blessing of the COVID-19 outbreak is that it didn’t happen 25 years ago. Back in the pre-internet days working from home would have been a non-starter for most advisors. Vital systems were typically only available at the office and literally everything was on paper.
Fast forward to today and countless financial advisors are finding themselves in a work from home/self-quarantine situation with varying degrees of readiness.
Given my reputation as a technophile within the industry, I have had several advisors reach out to me asking how I am coping, and how they can better enable remote work for both them and their co-workers. While my firm picked up with no effort, many of my peers that I have been speaking with find themselves with no choice but to go into the office if they wish to keep servicing their clients. Unfortunately, there are limits to what can be done quickly and now that we find ourselves in this situation.
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Today on The Wisdom of Wealth, we're going to talk about a goal shared by all Canadians: retirement. At some point, we all retire, hopefully by choice, and when we're ready for it. But whether it's at a time when we choose, when we can't work anymore or unfortunate enough to lose our jobs, we all stop working, and we all eventually retire, and whether it's at age 50 or age 75 it can be nerve wracking to think about not having any more employment income coming in while you have all these expenses of life still going out. So, today, we're going to talk about how you're going to pay for it.
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