{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/62bb1f9c21e4cb00121193ed/654a8404ebb44000121df682?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"The Age of Digital Intimacy featuring Jason Pereira","description":"<h1><strong>How digitally intimate are you with your potential and current clients?</strong></h1><p>What kind of digital intimacy experience are you creating for them?&nbsp;Join us as we discuss this fun yet compelling topic with fellow advisor and fintech expert, Jason Pereira.&nbsp;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.&nbsp;Here we go!</p><p><br></p><h2>In this episode Jason, Adam and Derek chat about:</h2><ul><li>Digital Engagement in Financial Advice</li><li>The need for better digital engagement with clients</li><li>Using diversification to reduce your earning risk, and conflicts of interest, as an advisor</li><li>The shift of advisors focusing on delivering expertise to that of delivering to meet the client's preferences and needs</li><li>Digital Engagement: Transparent, Visual, Efficient</li><li>The Future of Financial Planning: Collaboration and AI</li><li>Documenting Processes and Modern Client Experience</li><li>Trust, Alignment, and Digital Intimacy in Advisor-Client Relationships</li><li>And more!</li></ul><p><br></p><h2>Resources:</h2><ul><li><a href=\"https://www.linkedin.com/in/pereirajm/\" rel=\"noopener noreferrer\" target=\"_blank\">Connect with Jason Pereira on LinkedIn</a></li><li><a href=\"https://jasonpereira.ca/\" rel=\"noopener noreferrer\" target=\"_blank\">Check out Jason on jasonpereira.ca</a></li><li><a href=\"https://www.advisortechexpo.ca/\" rel=\"noopener noreferrer\" target=\"_blank\">Learn more about the Advisor Tech Expo</a></li><li><a href=\"https://www.linkedin.com/company/rethinkfa/\" rel=\"noopener noreferrer\" target=\"_blank\">Follow RethinkFA on LinkedIn</a></li><li><a href=\"https://www.youtube.com/@conneqtor2000\" rel=\"noopener noreferrer\" target=\"_blank\">Listen to RethinkFA on YouTube Podcasts</a></li><li><a href=\"https://dwealth.news/category/podcasts/rethink-financial-advice-podcast/\" rel=\"noopener noreferrer\" target=\"_blank\">Find us on Digital Wealth News</a></li><li><a href=\"https://docs.google.com/forms/d/e/1FAIpQLSfxPxtYxTuhbiuV0xzBm9YJ7jlRWVAdaRejIwp_NHWJBNxZqw/viewform?usp=sf_link\" rel=\"noopener noreferrer\" target=\"_blank\">Apply to be a guest on the RethinkFA Think Tank</a></li></ul><p><br></p><h2>Connect With Adam Holt:</h2><ul><li><a href=\"https://bit.ly/3tykvJj\" rel=\"noopener noreferrer\" target=\"_blank\">Schedule an Asset-Map Demo</a></li><li><a href=\"https://www.asset-map.com/\" rel=\"noopener noreferrer\" target=\"_blank\">Asset-Map&nbsp;</a></li><li><a href=\"https://www.linkedin.com/in/hadamholt/\" rel=\"noopener noreferrer\" target=\"_blank\">LinkedIn: Adam Holt</a></li><li><a href=\"https://www.linkedin.com/company/asset-map/\" rel=\"noopener noreferrer\" target=\"_blank\">LinkedIn: Asset-Map</a></li><li><a href=\"https://www.facebook.com/Asset-Mapcom-305328046167985/\" rel=\"noopener noreferrer\" target=\"_blank\">Facebook: Asset-Map</a></li><li><a href=\"https://twitter.com/asset_map\" rel=\"noopener noreferrer\" target=\"_blank\">Twitter: Asset_Map</a></li></ul><p><br></p><h2>Connect With Derek Notman:</h2><ul><li><a href=\"https://calendly.com/dereknotman/\" rel=\"noopener noreferrer\" target=\"_blank\">Schedule a Call with Derek</a></li><li><a href=\"https://www.couplr.ai/book-a-demo/\" rel=\"noopener noreferrer\" target=\"_blank\">Schedule a Couplr Demo</a></li><li><a href=\"https://www.couplr.ai/\" rel=\"noopener noreferrer\" target=\"_blank\">Couplr</a></li><li><a href=\"https://www.linkedin.com/in/dereknotman/\" rel=\"noopener noreferrer\" target=\"_blank\">LinkedIn: Derek Notman</a></li><li><a href=\"https://www.linkedin.com/company/couplrai/\" rel=\"noopener noreferrer\" target=\"_blank\">LinkedIn: Couplr</a></li><li><a href=\"https://twitter.com/DerekNotmanCFP\" rel=\"noopener noreferrer\" target=\"_blank\">Twitter: Derek Notman</a></li></ul>","author_name":"H. Adam Holt, CFP and Derek N.H. Notman, CFP"}