• The Age of Digital Intimacy featuring Jason Pereira

  • Nov 8 2023
  • Length: 43 mins
  • Podcast
The Age of Digital Intimacy featuring Jason Pereira cover art

The Age of Digital Intimacy featuring Jason Pereira

Listen for free

View show details

  • Summary

  • How digitally intimate are you with your potential and current clients?What kind of digital intimacy experience are you creating for them? Join us as we discuss this fun yet compelling topic with fellow advisor and fintech expert, Jason Pereira. We cover everything from how advisors should consider clients' preferences and needs to the importance of collaboration, the role of artificial intelligence, and adapting processes to meet evolving demands. Here we go!In this episode Jason, Adam and Derek chat about:Digital Engagement in Financial AdviceThe need for better digital engagement with clientsUsing diversification to reduce your earning risk, and conflicts of interest, as an advisorThe shift of advisors focusing on delivering expertise to that of delivering to meet the client's preferences and needsDigital Engagement: Transparent, Visual, EfficientThe Future of Financial Planning: Collaboration and AIDocumenting Processes and Modern Client ExperienceTrust, Alignment, and Digital Intimacy in Advisor-Client RelationshipsAnd more!Resources:Connect with Jason Pereira on LinkedInCheck out Jason on jasonpereira.caLearn more about the Advisor Tech ExpoFollow RethinkFA on LinkedInListen to RethinkFA on YouTube PodcastsFind us on Digital Wealth NewsApply to be a guest on the RethinkFA Think TankConnect With Adam Holt:Schedule an Asset-Map DemoAsset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_MapConnect With Derek Notman:Schedule a Call with DerekSchedule a Couplr DemoCouplrLinkedIn: Derek NotmanLinkedIn: CouplrTwitter: Derek Notman Hosted on Acast. See acast.com/privacy for more information.
    Show More Show Less
Show More Show Less

What listeners say about The Age of Digital Intimacy featuring Jason Pereira

Average Customer Ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.com.au reviews

Amazon Reviews
No Reviews are Available
In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.