Fintech Impact

Today’s episode is a recording of a brief intro that Jason gave to the recent Canadian advisor Tech Expo. It was the first financial advisor technology expo of its type in Canada, and that was put on by the Financial planning association Canada, for which Jason is the President.Episode Highlights:00.56: Digital transformation is about taking your practice and digitizing it, and reaping the benefits of digitization, efficiency, scalability, and hands-on experiences for both you and your consumer.01.12: Which of us doesn’t want to do the less heavy lifting, make more money, and provide clients?02.06 There are always opportunities around the outskirts of core technologies, and you need to treat your business like a business and think about how you can enhance it. 02.35: The dealers are too busy worrying about the mass audience in core technologies. So they are not going to get things like your booking scheduling systems. 03.01: If you don’t know what is out there in the marketplace or what others have