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NEXT Podcast

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

Woodgate Financial's Jason Pereira details how advisors can be more efficient through digitization and automation.


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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 one-to-one outreach campaigns
  • The latest digital onboarding resources, strategies and applications
  • Striking the appropriate balance of communication with existing clients and prospects

Listen to the NEXT Podcast

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