Month: December 2025
The WealthStack Podcast: Jason Pereira’s Unfiltered Take on 2025 Wealthtech Wins and Wipeouts

The WealthStack Podcast: Jason Pereira’s Unfiltered Take on 2025 Wealthtech Wins and Wipeouts

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Technology promises speed and clarity, yet frustration keeps showing up instead. Many firms buy tools expecting instant results, only to find the real challenges start after launch.

In this episode of The WealthStack Podcast, host Shannon Rosic speaks with Jason Pereira, senior partner and financial planner at Woodgate Financial, about what actually broke in wealthtech adoption this year. They unpack why most failures are human, not technical, how unrealistic expectations derail implementation and why AI often complicates workflows before helping. 

They also explore where AI truly adds value, why surface-level integrations fall short, and what advisors should focus on before buying the next shiny tool.

Key takeaways:

  • Why most tech “fails” at the human level
  • The rise and risks of vibe coding and DIY tools
  • AI’s real wins and painful misfires in 2025
  • The danger of treating complex tools like plug-and-play appliances
  • What advisors should actually do heading into 2026

Resources:

Connect with Shannon Rosic:

Connect with Jason Pereira:

About Our Guest:

Jason Pereira is a financial planner who has lived and breathed financial planning for over 20 years. Over that time, he has become a recognized writer, commentator, speaker, podcaster, teacher, and voice in financial planning, practice management, and fintech. He has earned two degrees, nine professional designations, been nominated for or received more than 30 industry awards, and produced over 750 articles, podcasts, and interviews. JasonPereira.ca serves as his platform for sharing the insights, perspectives, and lessons he has gathered throughout his career.

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The WealthStack Podcast: CRM, AI, and the Future of Advisor Productivity with Michelle Feinstein

The WealthStack Podcast: CRM, AI, and the Future of Advisor Productivity with Michelle Feinstein

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Wealth firms are finally moving beyond “CRM as a Rolodex” and into a world where CRM, data and AI operate as the command center of the entire business. As growth pressures mount, advisor demographics shift and AI-driven tools flood the market, the firms that win will be those that treat their CRM as a true engagement and orchestration layer for advisors, clients and operations, not just a system of record.

In this episode of the WealthStack Podcast, Shannon Rosic sits down with Michelle Feinstein, former general manager of Salesforce, to unpack how leading firms are reimagining their data strategy and piloting AI agents to drive advisor productivity, deeper client engagement and real organic growth.

Key takeaways:

  • How CRM has evolved into a unified layer for data, workflow and AI
  • What Salesforce is building with Financial Services Cloud for advisors and planning integrations
  • Which AI use cases are actually delivering productivity gains
  • Where firms get stuck on data, governance, talent and culture
  • What high-growth firms do differently with tech, AI and client engagement

Resources:

Connect with Shannon Rosic:

Connect with Michelle Feinstein: 

About Our Guest:

Michelle Feinstein is the former general manager of Salesforce. Her expertise is in digital transformation for wealth management. This process of digitization is complex; it requires firms to accelerate plans to harness data, digitize advisor-client experiences, and modernize service to scale and support growth.

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