Sheldon Brow speaks with Jason Pereira, Stacy Brooks & Keegan Francis on how financial advisors (and financial professionals in general) will have to optimize how they highlight their human value while adopting innovation and tech that improves engagement, efficiency, and client experience digitally and interpersonally. Those who try to lead the way in innovation will be the ones to grab a large amount of business in the future, while many other complacent financial advisors will lose their business like blockbuster when Netflix came along.

 

Connect with Host - Sheldon Brow 🔔

--

Linkedin: linkedin.com/in/sheldon-brow

Pocket Finance: pocketfinance.com

 

Connect with Guests 🔔

 

Jason Pereira is an Award-Winning Financial Planner, Portfolio Manager, Entrepreneur, Lecturer, Fintech Expert, Writer, TV Host & Podcaster

--

Jason's Blog: jasonpereira.com 

Linkedin: linkedin.com/in/pereirajm

Twitter: jasonpereira

 

Stacy Brooks is strategic advisor, resource, and thought leader to senior management with more than 15 years of experience in financial services sales and marketing support

--

Linkedin: linkedin.com/in/stacy-brooks

Email: [email protected]

 

Keegan Francis creates content on crypto, trading, and Bitcoin, architects solutions for the web & helps people and businesses buy Bitcoin and Cryptocurrency

--

Website: keeganfrancis.com 

Linkedin:linkedin.com/in/keegan-francis-359487100

Email:[email protected]

 

Thank you for being a member of Finance Village