Tag: Productivity Tools
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

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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: Leveraging Forms Automation to Boost Client Experience with Rich Walker

The WealthStack Podcast: Leveraging Forms Automation to Boost Client Experience with Rich Walker

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As financial technology continues to evolve, one key area of change is the automation of routine tasks. For wealth management professionals, forms automation is essential for boosting efficiency, reducing manual errors, and enhancing the client experience. As the demand for faster, more seamless processes grows, many advisors are turning to automation solutions to streamline paperwork and focus on what matters most: building relationships and growing their businesses.

In this episode of The WealthStack Podcast, host Shannon Rosic, director of WealthStack content and solutions, sits down with Richard Walker, CEO and co-founder of Quik!, to explore how automating forms can help financial advisors save time, reduce errors, and ultimately improve client experience.

Shannon and Rich also discuss:

  • The impact of forms automation on productivity and client engagement
  • Why clean data is critical for a successful automation strategy
  • The implications of AI and how it’s enhancing accuracy
  • The future of forms automation and how it’s evolving with new integrations and features

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About Our Guest:

Richard (Rich) Walker founded Quik! in 2002 with a simple goal—to eliminate paperwork inefficiencies and make work easier. What began as a personal frustration evolved into an industry-leading solution that now powers over 42,000 forms, helping financial professionals streamline their workflows. Today, Quik! stands as the leading forms automation solution, simplifying the process of filling out, managing, signing, and processing paperwork. Its technology integrates seamlessly with CRMs and back-office systems, reducing errors, saving time, and enhancing efficiency.

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