Best Michael John Burgess Podcasts (2024)

1
Asset Map Revisited with Adam Holt | E354 31:08

20m ago31:08

31:08

In this episode of FinTech Impact, host Jason Pereira brings back Adam Holt, CEO and founder of Asset Map, to discuss the evolution of his company and the financial planning industry. They explore the development of Asset Map, a tool designed to simplify financial planning by visualizing complex financial data on a single page. The conversation tou…

1
Convera with Patrick Gauthier | E353 31:13

7d ago31:13

31:13

The podcast features an interview with Patrick Gauthier, CEO of Convera Holdings, who discusses the organization's innovative approaches in the financial technology sector, focusing on cross-border commercial payments. Gauthier highlights the transformation and modernization efforts at Convera post-its acquisition from Western Union, emphasizing th…

1
Forms Logic with Rick Burgess | E352 27:10

14d ago27:10

27:10

In today’s episode, Jason interviews Rick Burgess, CEO of Forms Logic. They delve into the origin of Forms Logic, a platform designed to streamline data collection and form processing for financial advisors. Rick explains the challenges firms face with legacy systems and the inefficiencies that arise from inconsistent data management. They explore …

1
Subscribe with Rafay Farooqui | E351 29:18

21d ago29:18

29:18

In today's episode of Fintech Impact, Jason Pereira delve into the world of alternative investments and digital transformation with Rafay Farooqui, the Chairman Founder and CEO of Subscribe. Subscribe is a platform designed to address challenges in establishing enterprise solutions for subscription document technology and management of alternative …

1
Episode 350! With John O'Connell | E350 53:50

28d ago53:50

53:50

In this episode of Fintech Impact, Jason Pereira speaks with John O'Connell, CEO of the Oasis Group, about the current trends and challenges in the advisor technology sector, particularly focusing on the U.S. market. They explore topics such as technology integration, cybersecurity, the rise of AI, and the need for standardized tech stacks in finan…

1
Column Tax with Gavin Nachbar | E349 21:20

1M ago21:20

21:20

In this episode, Jason Pereira discusses with Gavin Nachbar, CEO and Co-founder of Column Tax, about how they are revolutionizing tax filing by embedding tax services within financial applications. Gavin explains the origins of Column Tax, its mission to simplify tax filing for Americans, and the innovative approach of using API integrations to str…

1
Credibly with Ryan Rosett | E348 24:41

1M ago24:41

24:41

In this episode of Fintech Impact, Jason Pereira interviews Ryan Rosett, co-Founder and co-CEO of Credibly, a lending platform designed to facilitate small business loans ranging from $5,000 to $600,000. Ryan discusses the origins of Credibly and highlights their objective to address banking challenges faced by small businesses. He elaborates on th…

1
Jump with Parker Ence | E347 34:22

2M ago34:22

34:22

In today's episode, Jason Pereira hosts Parker Ence, CEO and Co-Founder of Jump, a generative AI-based meeting transcription and note-taking service. They discuss the innovations in AI technology, particularly for financial advisors, and how Jump helps automate and assist in meeting preparations and follow-ups to make financial advisors' lives easi…

1
Infinite Systems with Ali Zahedi | E346 22:20

2M ago22:20

22:20

In this episode of Fintech Impact, Jason interviews Ali Zahedi, CEO of Infinite Systems, about their comprehensive portfolio management software, Harmony, and its impact on the Canadian wealth management industry. Allie shares the origins of Infinite Systems, emphasizing the company's commitment to providing end to-end, integrated solutions for wea…

1
Axos with Michael Watson | E345 27:49

2M ago27:49

27:49

In this episode of Fintech Impact, host Jason Pereira interviews Michael Watson, head of Axos Advisor Services, on how Axos aims to revolutionize the traditional custodial and banking services for RIAs (Registered Investment Advisors). Axos, a digital bank established in 2000, evolved from a consumer-focused bank to a comprehensive provider offerin…

1
Datasoft with Rahim Harji |E344 22:17

2M ago22:17

22:17

In this episode of Fintech Impact, Jason Perra interviews Rahim Harji, CEO of Datasoft Group, a leading online digital effects and payment settlement platform. Harji discusses the origins of DataSoft Group, its flagship platform FX office, and how it facilitates financial transactions globally for small to medium businesses, easing the complex prob…

1
FP Alpha Revisited with Andrew Altfest | E343 36:13

3M ago36:13

36:13

In this episode of Fintech Impact, Jason welcomes Andrew Altfest of FP Alpha, an innovative platform at the intersection of artificial intelligence (AI) and financial planning. Andrew discusses FP Alpha's mission to automate advanced planning for financial advisors, democratizing services previously available only to the wealthiest clients through …

1
Responsive AI with Davyde Wachell | E342 27:58

3M ago27:58

27:58

In this episode of FinTech Impact, host Jason Pereira welcomes back Davyde Wachell, CEO and founder of Responsive AI, a company focused on leveraging artificial intelligence (AI) to enhance advisor insight and productivity in the financial sector. They discuss the evolution of Responsive AI from its initial concept as a robo-advisory service to its…

1
Orion Advisor Technologies with Brian McLaughlin | E341 46:33

3M ago46:33

46:33

In this episode of Fintech Impact, Jason interviews Brian McLaughlin, President of Orion Advisor Technologies, as he discusses the evolution of Orion and its impact on the FinTech space. Brian shares insights into the challenges of harmonizing technology and teams following acquisitions, and his personal mission to innovate within the industry. He …

1
Collation.AI with Tanmai Sharma | E340 18:37

3M ago18:37

18:37

In this episode of Fintech Impact, host Jason hosts Tanmai Sharma, the CEO and Founder of Collation.AI. The discussion revolves around how Collation.AI addresses the pervasive issue of data integration challenges within financial services through AI-driven solutions. By focusing on creating a centralized data warehouse and utilizing AI chatbots for…

1
Vanilla with Jim Sinai | E339 21:33

4M ago21:33

21:33

In this episode, Jason Pereira interviews Jim Sinai of Vanilla, an innovative platform changing how advisors and clients engage in estate planning. Vanilla simplifies the estate planning process, making it more accessible and meaningful by integrating technology to facilitate conversations around legacy and wealth distribution. The discussion cover…

1
Archive Intel with Larry Shumbres | E338 24:59

4M ago24:59

24:59

In this episode, we dive deep into the world of compliance and archiving with Larry Shumbres, CEO, and founder of Archive Intel. Archive Intel leverages AI to revolutionize the way businesses handle compliance, offering a singular platform to manage and mitigate risks effectively. We explore the challenges and opportunities in the sector, the role …

1
EP37: Colin Carson—Is Prince George BC's Best Adventure Destination? 51:52

4M ago51:52

51:52

I love domestic travel. Don’t get me wrong, I also like to get my passport stamped. But there’s something fun and cool about spending your vacation time locally or regionally. It’s fun because you don’t waste your days off travelling or recovering from jetlag. It’s cool because you can buck travel trends and mainstays for off-the-beaten track desti…

1
Vestwell with Aaron Schumm | E337 23:07

4M ago23:07

23:07

In this episode of Fintech Impact, host Jason Pereira interviews Aaron Schumm, Founder and CEO of Vestwell, a revolutionary platform designed to empower employee savings programs across America. Aaron shares insights into how Vestwell is reshaping savings through workplace and direct-to-individual programs, emphasizing tax-preferred savings vehicle…

1
F2 Strategy with Doug Fritz | E336 37:17

4M ago37:17

37:17

In this episode of Fintech Impact, Jason Pereira interviews Doug Fritz, CEO and Founder of F2 Strategy. He delves into the complexities technology brings into the financial advisory and brokerage landscape and how F2 Strategy aids firms in navigating and harnessing technology for growth and efficiency. Doug shares insights from his wealth of experi…

1
Arqa with Haik Sahakyan | E335 26:38

5M ago26:38

26:38

In this episode of Fintech Impact, host Jason Ferreira welcomes Haik Sahakyan, CEO of Arqa, to delve into the transformative capabilities of artificial intelligence in the financial advisory sector. They explore Arqa's innovative approach to extracting and utilizing data from static forms like PDFs, revolutionizing how financial advisors access and…

1
Brand Evangelism with Diana Cabrices | E334 26:00

5M ago26:00

26:00

In this episode of Fintech Impact, Jason Pereira interviews Diana Cabrices, Founder of Diana Cabrices Consulting. Known as the chief hype woman of the Fintech industry in the US, Diana discusses her role in amplifying brands through creative marketing, storytelling, and brand evangelism. The episode provides insightful guidance on how Fintech compa…

1
EP36: Zane Buchanan—Connecting with Indigenous Tourism in Canada 47:05

5M ago47:05

47:05

It’s summer. Let’s go on vacation. But where? When you look for a tourism experience—what draws you in? An incredible adventure? A cultural connection? A chance to expand your mind? Maybe even do some good in the meanwhile? Well, today my guest is Zane Buchanan. Zane is the Creative Manager at the Indigenous Tourism Association of Canada—a global l…

1
Potomac Fund Management with Manish Khatta | E333 28:44

5M ago28:44

28:44

In this episode of Fintech Impact, Jason invites Manish Khatta, CEO of Potomac Fund Management, for an in-depth conversation. Unlike the usual Fintech discussions, this episode sheds light on the unique experience of solving technology challenges from within. Manish shares his journey of developing custom tech solutions, navigating partnerships, an…

1
Financial Designs with Rick Scruggs | E332 28:43

5M ago28:43

28:43

In this episode of Fintech Impact, Jason Pereira interviews Rick Scruggs, the CEO and founder of Financial Designs. The dialogue primarily explores how successful advisors can scale their practices by not only enriching their value proposition to clients but also integrating technology to enhance the delivery of their services. Rick's vast experien…

1
RISR with Jason Early | E331 30:59

6M ago30:59

30:59

In this episode of Fintech Impact, Jason interviews Jason Early, the founder and CEO of RISR. Their discussion revolves around how RISR is innovating the way financial advisors interact with and provide value to business owners, aiming to maximize the potential of their businesses. They delve into the challenges and solutions in advising business o…

1
Lydia with Brian Portnoy and Andrew Smith Lewis | E330 41:40

6M ago41:40

41:40

In this insightful episode of Fintech Impact, Jason engages with Brian Portnoy and Andrew Smith Lewis, pioneers behind Lydia, a groundbreaking venture that marries behavioral finance and artificial intelligence. This dialogue explores how Lydia is set to revolutionize the way financial advisors interact with clients, making the advisory process mor…

1
Taiko with Chris Horvath | E329 17:38

6M ago17:38

17:38

In this episode of Fintech Impact, Jason interviews Chris, the Managing Director of Taiko Advisor. Taiko Advisor, powered by its parent company Taiber Kosmala and Associates, leverages institutional research and technology to offer bespoke investment solutions through an OCIO (Outsourced Chief Investment Officer) model. The conversation delves into…

1
Practice Intel with Tom Rieman | E328 32:00

6M ago32:00

32:00

In this episode of Fintech Impact, Jason talks to Tom Rieman, CEO and founding partner of Practice Intel. Practice Intel is a platform that leverages a data-driven approach to aid advisors in understanding and expanding the organic growth of their businesses. Through detailed insights into their operational effectiveness and the impact of their adv…

1
Opto Investments with Ryan VanGorder | E327 22:26

7M ago22:26

22:26

In this episode of Fintech Impact, host Jason Pereira welcomes Ryan VanGorder, CEO of Opto Investments, to delve into how Opto Investments revolutionizes private market investments through technology. Throughout their discussion, they explore the challenges of information fracturing in the private markets and how Opto aims to bridge that gap for th…

1
8Twelve Mortgages with Gary Fooks | E326 17:15

7M ago17:15

17:15

In this episode of Fintech Impact, Jason interviews Gary Fooks, CEO and Co-Founder of 8Twelve Mortgages. They dive deep into how 8Twelve Mortgages is revolutionizing the mortgage broker industry by enhancing the collaboration experience among advisors, mortgage brokers, and consumers through digital reinvention. This discussion sheds light on the m…

1
Libretto with Jeff Coyle | E325 33:48

7M ago33:48

33:48

Jason welcomes Jeff Coyle, CEO of Libretto, a platform designed to revolutionize financial planning by incorporating a comprehensive view of a client's total asset picture. They dive deep into how Libretto's innovative approach, which includes human capital and off-book assets, aims to meticulously craft financial plans that ensure more accurate, p…

1
Savvy Wealth with Ritik Malhotra | E324 30:03

7M ago30:03

30:03

In this episode of Fintech Impact, host Jason Pereira welcomes Ritik Malhotra, Co-Founder and CEO of Savvy Wealth, to discuss the intricacies of their digital platform designed to empower financial advisors. They dive into the platform's capabilities, its origin story, and the pressing challenges it aims to solve in the financial advisory landscape…

1
Mobile Assistant Revisited with Corey Westphal | E323 30:17

7M ago30:17

30:17

In this episode of Fintech Impact, Jason Pereira welcomes back Corey Westphal, from Mobile Assistant. Having first appeared on the show in August 2019, Corey discusses the evolution of Mobile Assistant since his last interview, focusing on its adaptation for the future. Together, they delve into how Mobile Assistant has innovated dictation services…

1
Arch with Ryan Eisenman | E322 19:37

8M ago19:37

19:37

Jason interviews Ryan Eisenman, Co-founder and CEO of Arch, a revolutionary platform designed to streamline the handling of alternative investments for advisors and their back offices. Throughout the conversation, they delve deep into the challenges of managing investments in the private markets, how Arch addresses these issues by aggregating and d…

1
Advisor Brand Builder with Tina Powell | E321 36:28

8M ago36:28

36:28

Jason Pereira interviews Tina Powell, Partner and Chief of Community at Intention.ly, and introduces the Advisor Brand Builder tool. Designed to assist financial advisors in crafting their brand identity efficiently and effectively, the tool promises to revolutionize the branding process for financial professionals. Through their discussion, Tina P…

1
Dispatch with Madalyn Armijo | E320 22:21

8M ago22:21

22:21

Jason Pereira welcomes Madalyn Armijo, Co-founder and COO of Dispatch, a revolutionary platform designed to seamlessly integrate multiple financial advisory systems. This discussion delves into the platform's inception, its mission to eliminate redundant data entry, and its broader impact on the financial advisory landscape. The conversation offers…

1
Investium with Jonathan Faerman | E319 13:33

8M ago13:33

13:33

In this episode of Fintech Impact, Jason Pereira interviews Jonathan Faerman, founder of Investium, a revolutionary platform that facilitates co-investing in real estate by connecting like-minded individuals. They dive into the platform's origins, its functionalities, and the value it offers to its users, illustrating how technology is transforming…

1
EP35: Krista Halling & John Freeman—Better Adventures With Your Dog 51:39

9M ago51:39

51:39

Let's talk about dogs. We love them! Walks, cuddles, playing fetch... But what about travel and adventure with your dog? Have you boarded a plane with your pup? Embarked on a multi-day backpacking adventure? An epic road trip? If you're like most people, you likely look for a dog-sitter when you're travelling. But what if you changed your mindset a…

1
The Great Transition with Emmanuel Daniel | 318 30:59

9M ago30:59

30:59

In this episode of Fintech Impact, Jason Pereira interviews Emmanuel Daniel, the founder of TAB Global, to discuss his groundbreaking book "The Great Transition." This book explores the seismic shifts happening within the banking sector, propelled by the advent of digital technologies and open banking, reshaping the landscape for both consumers and…

1
Sora with Rohit Agarwal | E317 18:56

9M ago18:56

18:56

Jason talks to Rohit Agarwal, Co-CEO of SORA Finance. They delve into the revolutionary platform SORA Finance, which empowers advisors to effectively manage and discuss clients' debt and debt restructuring. The episode offers a deep dive into the functionalities, challenges, and the significant impact of SORA Finance in optimizing the liabilities s…

1
Amplify Reviews with Whit Lanier | E316 23:15

9M ago23:15

23:15

Jason Pereira engages Whit Lanier, CEO and Co-founder of Amplify Reviews, in a conversation about how financial advisors can harness the power of online reviews to enhance their visibility and attract more clients. Lanier delves into the transformative SEC marketing rule changes and shares his insights on the impact of positive client testimonials …

1
Zocks with Mark Gilbert | E315 23:23

9M ago23:23

23:23

In this episode of Fintech Impact, host Jason Pereira speaks with Mark Gilbert, Co-founder and CEO of Zocks Communications. Zocks Communications introduces an artificial intelligence-driven meeting assistant designed specifically for financial advisors. Throughout the discussion, Gilbert delves into the origins of Zocks, its innovative approach to …

1
EncorEstate Plans with Matt Morris | 314 31:29

10M ago31:29

31:29

In this episode of Fintech Impact, host Jason Pereira interviews Matt, the CEO of EncorEstate Plans. EncorEstate Plans is an advisor-led tool designed to assist clients in creating and implementing their estate plans seamlessly within one comprehensive system. The platform enables financial advisors to guide clients through the process of developin…

1
PhilanthPro with Nicholas Palahnuk | E313 26:13

10M ago26:13

26:13

Jason interviews Nicholas Palahnuk, the founder and CEO of PhilanthPro Solutions. PhilanthPro is a platform designed to assist individuals in planning and managing charitable giving at scale. The conversation highlights the challenges in catering to diverse stakeholders and expresses a shared excitement for contributing to impactful philanthropy. E…

1
Dwolla Revisited with Dave Glaser | E312 24:42

10M ago24:42

24:42

In this episode of Fintech Impact, host Jason Pereira interviews Dave Glaser, the CEO of Dwolla, a leading digital payment solution that empowers third parties to offer streamlined and unified payment processing services. Dwolla's innovative platform facilitates efficient and secure digital transactions, revolutionizing the way businesses handle pa…

1
Investipal with Cameron Howe | E311 19:45

11M ago19:45

19:45

Jason interviews Cameron Howe, CEO and Co-founder of Investipal. Originally designed for DIY investors, Investipal has evolved into a versatile online platform that also serves advisors, offering enhanced tools for portfolio research and management. The conversation emphasizes Investipal's commitment to financial literacy, particularly among younge…

1
Legal Wills with Tim Hewson | E310 28:18

11M ago28:18

28:18

Jason interviews Tim Hewson, CEO of LegalWills, an online platform providing millions of users with a simple and accessible solution for creating legal and compliant wills. Tim discusses the importance of having a will, the challenges of estate planning, and how Legal Wills aims to demystify the process. Episode Highlights: 00:34: Tim introduces th…

1
Elements Revisited with Reese Harper | E309 35:07

11M ago35:07

35:07

Jason welcomes back Reese Harper, the CEO of Elements. It is a platform designed to provide faster and more effective financial advice. The innovative approach of Elements simplifies financial diagnostics, making it accessible to a diverse audience. The episode explores the evolving landscape of financial services and the need for simplicity and ac…

1
Facet with Anders Jones | E308 31:45

11M ago31:45

31:45

Jason talks to Andres Jones, Co-founder, and CEO of Facet. It is a fintech company challenging traditional financial planning models and aims to introduce an advanced form of financial planning to underserviced markets often neglected by the industry. They use a subscription-based approach, focusing on a broader definition of financial planning bey…

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Michael John Burgess Podcasts

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