Host Jason Pereira interviews Brian Abatemarco, Head of Sales at Nexhelm AI, a platform launched in late 2025 to automate end-to-end financial workflows. Drawing on his 12 years as a CFP, Brian explains how Nexhelm connects existing tools—like CRMs, Outlook, and DocuSign—to execute complex tasks via simple prompts, ensuring advisors never "drop the ball" on client requests. The discussion covers the platform's ability to automate everything from onboarding to email filing, while touching on the broader challenges of scaling fintech and the vital role of CFP education in the AI era.

This episode is a must-listen for forward-thinking advisors and operations leaders who are tired of manual data entry and want to see how "agentic AI" can finally bridge the gap between their disconnected software tools.

Resources:

Facebook – Jason Pereira's Facebook

LinkedIn – Jason Pereira's LinkedIn

Woodgate.com – Sponsor

Nexhelm AI

LinkedIn - Brian Abatemarco’s LinkedIn

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