Guest Appearances & Interviews

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 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...)

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

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.

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.”

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.

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.

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

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.

Stephen & Kevin were kind enough to ask me to come on to the The Stephen & Kevin Show where we discussed podcasting best practices for Advisors.

Tracey Bissett was kind enough to ask me to come on to the Young Money Podcast where we discussed how young entrepreneurs can plan for success.

I recently got the opportunity to be interviewed about the past, present, and future of payments on the Paypod Podcast. if your curious about how our relationship with transactions is going to change, be sure to listen.