In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Jason Pereira, a visionary in financial planning, regulation, and fintech advocacy in Canada.

Here they chat about technological innovations reshaping the financial planning landscape, the potential of artificial intelligence, and the importance of clean, rich data for enhancing efficiency in financial planning systems and CRMs.

Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack