51. Jason Pereira: You Can’t “Move Fast and Break Things” in Wealth Management

You cannot “move fast and break things” when you’re responsible for someone’s retirement, their kids’ education, or the business they built over 30 years. So why are so many advisors still borrowing playbooks from tech without asking what actually fits our industry?In this conversation, Jason Pereira pushes past the surface-level AI hype and gets honest about what changes and what doesn’t.Yes, large language models will eat the busy work. Yes, automation will reshape workflows. But the differentiator has never been speed. It has always been judgment, trust, and your ability to understand the human sitting across from you. Jason talks about the tension every firm feels: profit versus service, efficiency versus intimacy, growth versus depth. He makes a compelling case that you can hold both, if you design your business on purpose instead of stacking tools and hoping for magic.In an industry facing advisor shortages, generational wealth transfer, and rising client expectations, you cannot afford to keep guessing what drives action. Discovery has to get smarter, more structured, and more human at the same time.Connect with us! Jason Pereira on LinkedIn - https://www.linkedin.com/in/pereirajm/Woodgate - https://www.woodgate.com/Marla Sofer on LinkedIn - https://www.linkedin.com/in/marlasofer/Knomee - https://knomee.com/