Digital solutions for financial advisors. Integrated Advisor Success Platform | Behavioural finance InvestorEQ | Client engagement & loyalty Living Wealth
Toronto, Ontario
Joined September 2019
- Tweets1.6K
- Following1.2K
- Followers780
- Likes6.9K
Pascal WealthTech retweeted
...and we would add an extra candy heart, long-stemmed rose, piece of chocolate, etc. for #financialadvisors who create a perfect match between their clients and low-cost, tax-efficient #ETFs.
Pascal WealthTech retweeted
So excited to be sharing the book with the world!
Optimism Bias is a perverse, unexpected threat. Many people are often overconfident and that is sometimes due to their advisor's behavioural coaching.
Isn't it possible that humility and realism are sometimes better?
Excited to get a copy of @STANDUP_Today's new book #Bullshift for our wealth management library.
As behavioural finance is one of our advisor solutions, we welcome new resources to help financial advisors and investors better understand investing behaviours and motivations.
Pascal WealthTech retweeted
When you ask better questions, you get better answers.
“Where can I invest my time, energy and capital to make 2023 my best year ever?” Terrific advice from @Steph_Bogan.
Pascal WealthTech retweeted
@PascalWealthTec are looking for a senior sales leader with the experience and relationships to help Pascal realize its mission to be a #wealthtech leader.
#Toronto, #Ontario
pascalwealthtech.com/careers…
Pascal WealthTech retweeted
It's a sunny day in Niagara Falls! ☀️🕶
Did we mention we have free sunglasses in our booth at the @CCUA_ACCF National Conference? Sign up for a demo and get your pair! Because the future's so bright when credit unions use our digital wealth management solutions. #ReConnect2022
Pascal WealthTech retweeted
Oh wow @PascalWealthTec that’s the end all be all of Chief Happiness Officers 🐶 doggy kisses of thanks to you Toby ❤️ – at Yardley, PA
Pascal WealthTech retweeted
“The way many people are thinking about technology and demographics in wealth management is actually not correct,” says Howard Atkinson, President and CEO at Pascal WealthTech.
hubs.ly/Q018J1Ch0
Pascal WealthTech retweeted
We may be talking tech, but this is people-centric biz.
This year, fintechs need to incorporate more human elements (hybrid) to better connect with users on their needs. Having humans rep your company's values to users will always win.
Thanks @PascalWealthTec for sharing!
"Fintech in particular needs humans." Great comment from @nicolecasperson in her 10 things about #fintech for 2022. We agree. As our CEO @HowardAtkinson said in his @AdvancedPlanner Symposium presentation, "digital technology needs to put people and our relationships first."
Pascal WealthTech retweeted
Once again, we're talking tech. #fintech #tech Fidelity Institutional Onyx Advisor Network Pascal WealthTech PureFacts Financial Solutions SupraFin #wealthtech lnkd.in/gY-GF_ub
Pascal WealthTech retweeted
Company announcement: Pascal WealthTech buys Living Wealth Media finextra.com/pressarticle/90… #fintech
Pascal WealthTech retweeted
Pascal #WealthTech acquires digital marketing platform for advisors investmentexecutive.com/news… @PascalWealthTec
Pascal WealthTech retweeted
Pascal WealthTech acquires digital marketing platform for advisors. buff.ly/30vDKaw
Pascal WealthTech retweeted
Pascal Wealthtech Acquires Digital Advisor Engagement Company Living Wealth Media #fintech @fintechna ift.tt/3oYrj0h
Pascal WealthTech retweeted
Reminder as you go into meetings this week:
The client across the table cares more about maximizing their life than their net worth.
Pascal WealthTech retweeted
Check out the latest openings here including opportunities to work with top fintech co's like @Yieldstreet , @PascalWealthTec, @public, @CyndxNet , @advyzon and more! – at Harrison, NJ
Pascal WealthTech retweeted
Job alert: Toronto-based #FinTech startup @PascalWealthTec has three jobs available in the city on @Jobbio. ow.ly/Vx8F50GTrGG
