Growing Your Financial Advisory Practice | Insights For Financial Advisors, Planners And Investment Managers

In order to succeed in the financial advisory field, you need to be able to identify your own niche and keep abreast of larger trends in your field and how they might affect you. Today’s guest is an authority in the financial planning industry who understands the importance of clearly defining your own niche and scaling your firm using technology. Jason Pereira is a Partner and Senior Financial Consultant with Woodgate Financial Inc., which manages $200 million AUM across 180 families with three partners and four staff. He is a graduate of the Schulich School of Business' MBA program where he now teaches classes in Financial Planning. Jason holds an MBA, CFA, CFP, and RFP, among other designations. He has won and been named as a finalist for several industry awards and is Canada's only two-time winner of the PlanPlus Global Financial Planning Awards. Listen to the episode to hear Jason’s thoughts on finding your niche, using technology in your financial advisory practice, and understanding trends