CEO & Founding Partner | Relentless advocate for great financial advice! | WealthTech Founder | Believer in the profound power of the truth
Understanding the gap between how advisors perceive their service and the actual client experience can unlock transformative growth opportunities. The power of data is in its ability to prompt reflection, action, and improvement in the most critical aspects of financial advisory. Listen to my conversation with Jason M. Pereira on the The Fintech Impact Podcast to learn how data can help you crack the code to organic growth. #PracticeIntel #RQI #OrganicGrowth #PowerofData
CEO & Founding Partner | Relentless advocate for great financial advice! | WealthTech Founder | Believer in the profound power of the truth
2mohttps://jasonpereira.ca/all-content-jason-pereira-toronto/practice-intel-with-tom-rieman-e328