The Wealth Management Firm of the Future: Digitizing Your Practice From End-to-End

Every part of your client experience and business management can be enhanced and made more efficient through digitization and automation 

In this episode of NEXT, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Jason Pereira, Senior Partner at Woodgate Financial Inc., about how to implement an end-to-end comprehensive planning process as seen from the perspective of the client, the advisor, and their staff.  

Specifically, Mark and Jason discuss:

Content development strategies for raising awareness of an advisor’s firm and capabilities

Technology and distribution tools to help execute and improve ongoing marketing and 1-to-1 outreach campaigns

The latest digital onboarding resources, strategies and applications

Striking the appropriate balance of communication with existing clients and prospects

Connect With Mark Bruno:

WealthManagement.com

LinkedIn: Mark Bruno

Twitter: Mark Bruno

LinkedIn: Informa

Connect With Jason Pereira:

LinkedIn: Jason Pereira

JasonPereira.com

Woodgate Financial Inc.

About Our Guest:

Jason Pereira is first and foremost a financial planner who has lived and breathed topics related to financial planning for over 20 years. In that time he has become a recognized writer, commentator, speaker, podcaster, teacher, and expert in the areas of financial planning, practice management, and fintech. Jason has also obtained two degrees, nine professional designations, been nominated for or won over 30 industry awards, and produced over 100 articles, podcasts, and interviews.