Fintech Impact
324 episodes - English - Latest episode: 12 days ago - ★★★★ - 7 ratingsFintech Impact is an exploration of the fintech world where we interview different fintech entrepreneurs about what they do, their story, and what their impact is on consumers, incumbents, and the industry is as a whole.
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Episodes
Mobile Assistant Revisited with Corey Westphal | E323
May 07, 2024 10:00 - 30 minutes - 69.3 MBIn 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 for financial advisors, enhancing data accuracy and integration with client relationship management (CRM) systems. Episode Highlights: 00:10: J...
Arch with Ryan Eisenman | E322
April 30, 2024 10:00 - 19 minutes - 44.9 MBJason 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 digitizing investment data, and the broader implications for both investors and advisors. Episode Highlight: 00:33: Ryan Eisenman briefly appreci...
Advisor Brand Builder with Tina Powell | E321
April 23, 2024 10:00 - 36 minutes - 83.5 MBJason 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 Powell sheds light on the significance of strong branding in the financial services industry, the innovative approach of Advisor Brand Builder, and...
Dispatch with Madalyn Armijo | E320
April 16, 2024 10:00 - 22 minutes - 51.1 MBJason 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 insightful perspectives on the future of fintech and the challenges of modernizing financial advisory services. Episode Highlights: 01:04: Ma...
Investium with Jonathan Faerman | E319
April 09, 2024 10:00 - 13 minutes - 31 MBIn 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 the way we approach real estate investment. Episode Highlights: 00:26: Jonathan shares the concept behind Invest, emphasizing its role as a net...
The Great Transition with Emmanuel Daniel | 318
April 02, 2024 10:00 - 30 minutes - 71 MBIn 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 financial institutions. Together, they unpack the essence of banking transformation and what it signifies for the future. Episode Highlights: ...
Sora with Rohit Agarwal | E317
March 26, 2024 10:00 - 18 minutes - 43.4 MBJason 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 side of clients' balance sheets. Episode Highlights: 01:26: Rohit delves into the intricacies of how SORA Finance operates, including data aggr...
Amplify Reviews with Whit Lanier | E316
March 19, 2024 10:00 - 23 minutes - 53.2 MBJason 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 in the financial industry, drawing parallels from his previous experiences in healthcare. This episode is a treasure trove for advisors seeking to...
Zocks with Mark Gilbert | E315
March 12, 2024 10:00 - 23 minutes - 53.5 MBIn 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 capturing and structuring meeting-based data, and the broader implications of AI in enhancing advisor-client interactions. Episode Highlights: 0...
EncorEstate Plans with Matt Morris | 314
March 05, 2024 11:00 - 31 minutes - 43.2 MBIn 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 developing personalized estate plans, providing a streamlined and efficient solution for estate planning. Episode Highlights: 04:08: The conversation tak...
PhilanthPro with Nicholas Palahnuk | E313
February 27, 2024 11:00 - 26 minutes - 60 MBJason 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. Episode Highlights: 01:00: Nicholas introduces PhilanthPro as a digital platform for clients to plan and manage charitable accounts with features...
Dwolla Revisited with Dave Glaser | E312
February 20, 2024 14:47 - 24 minutes - 56.6 MBIn 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 payments. Episode Highlights: 05:36: Dave delves into the global theme of account-to-account processing, highlighting its rapid adoption in the U....
Investipal with Cameron Howe | E311
January 30, 2024 11:00 - 19 minutes - 45.2 MBJason 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 younger generations, and the value of remaining a calculated, revenue-focused, and durable company despite being bootstrapped. Episode Highlights: 04:...
Legal Wills with Tim Hewson | E310
January 23, 2024 11:00 - 28 minutes - 25.9 MBJason 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 the topic of legal wills, emphasizing their significance and the need for everyone to have one. He discusses the mission of making will preparatio...
Elements Revisited with Reese Harper | E309
January 16, 2024 14:02 - 35 minutes - 48.2 MBJason 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 accessibility in wealth management. Episode Highlights: 01:10: Reese transitions to discussing Elements, introducing it as a platform for faster a...
Facet with Anders Jones | E308
January 09, 2024 14:02 - 31 minutes - 43.6 MBJason 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 beyond retirement. The company emerged in response to industry challenges, notably the failure of the DOL fiduciary rule. Episode Highlights: 01:19...
Year in Review 2023 with Guy Anderson | E307
January 02, 2024 13:19 - 28 minutes - 39.5 MBOn today's episode, Jason and Guy will reflect on 51 impactful episodes of Fintech Impact. From CRM evolution to the rise of AI in finance, this conversation explores cutting-edge trends and thought-provoking discussions that shaped the year, sharing insights into cybersecurity, marketing, and innovative solutions revolutionizing the advisory landscape. Episode Highlights: 01:28: Jason shares insights from his speaking engagements at Future Proof and the IFP event, discussing the importanc...
MPower Financing with Manu Smadja | E306
December 19, 2023 11:00 - 26 minutes - 24.2 MBJason talks to Manu Smadja, CEO and Co-Founder of MPower Financing. MPower Financing is a company that specialises in lending loan to international students because they have their own specific challenges that are encountered by many people who come to a foreign country. Episode Highlights: 02:30: Manu elaborates on his realization about the ongoing challenges faced by international students, citing personal experiences, and the turning point a decade ago when a student approached him for ...
Ian McKenna | E305
December 12, 2023 11:00 - 34 minutes - 79.1 MBJason talks to Ian McKenna, founder of advisersoftware.com. Ian is a guru of advisor technology in the UK and has a great lens on both the UK and technology around the world. He is here to capture his and Jason’s casual and informative discussions about the industry's past, present, and future, offering listeners a valuable perspective on the fintech landscape. Episode Highlights: 02:08: Ian introduces advisorsoftware.com, initially focused on UK advice technology but evolving into a globa...
In Charge with Shalicia Harris | E304
December 05, 2023 15:08 - 19 minutes - 26.7 MBJason talks to Shalicia Harris, founder and CEO of In Charge; a platform designed to empower financial advisors in growing their businesses and fostering stronger relationships with clients. The focus is on personalized financial literacy, aiming to empower clients in making informed decisions about their money. The platform enables advisors to seamlessly create tailored campaigns, emphasizing transparency and education to eliminate negative experiences in client-advisor interactions. Episo...
AltExchange with Kareem Hamady | E303
November 28, 2023 11:00 - 25 minutes - 35.2 MBJason talks to Kareem Hamady, Co-Founder and CEO of AltExchange. The company is a platform that helps advisors better manage all the complexity around the issuance, management, and stewardship of alternative investments in the marketplace. Kareem provides an overview of AltExchange, a company focused on aggregation and automation technology for alternative investments (alts). The company retrieves data from various platforms, including PDFs and spreadsheets, and uses machine reading technolo...
Enable with Andrew Butt | E302
November 21, 2023 11:00 - 24 minutes - 33.7 MBJason talks to Andrew Butt, Co-Founder and CEO of Enable. Enable is a platform for managing B2B rebates a problem that exists at scale. Andrew describes Enable as a cloud-based platform fostering collaboration among supply chain stakeholders, including manufacturers, distributors, and retailers, focusing on trading agreements. Episode Highlights: 01:03 Andrew shares the history of Enable, rooted in his background of building software. He recounts encountering the complex rebate management ...
Seeds with Zach Conway | E301
November 14, 2023 12:50 - 35 minutes - 48.2 MBJason talks to Zach Conway, co-founder and CEO of Seeds. It is a platform that allows advisers to better assess investors and personalize their portfolios in order to create a better engagement with them. Zach highlights the traditional mechanical investing process with Seeds' approach, which aims to make investing more meaningful and engaging for both the investor and the advisor. Episode Highlights 02:07: Zach stresses the importance of understanding your client deeply. By asking the ri...
Episode 300 with Joel Bruckenstein | E300
November 07, 2023 11:19 - 40 minutes - 56.3 MBJason talks to Joel Bruckenstein known as the "godfather of advisor technology" in the US. Joel is the President of Technology Tool, a well-known consultant and writer in the financial advisory technology space. Joel is the President of Technology Tool, a well-known consultant and writer in the financial advisory technology space. The episode focuses on Joel's journey and how technology for financial advisors has evolved over time. Episode Highlights 01:26: Joel shares that he spends a si...
Nitrogen Wealth with Aaron Klein | E299
October 31, 2023 10:00 - 47 minutes - 65.2 MBOn today’s episode of Fintech Impact, we have a repeated guest Aaron Klein, the co-founder and CEO of Nitrogen Wealth formerly Riskalyze. Aaron was back in April of 2019, and he has been up to quite a lot. Aaron introduces the concept of behavioral science, alluding to how clients react to financial decisions. He shares an anecdote about an advisor who realized that he was anchoring his clients' portfolios based on his own risk tolerance which led to a misalignment in clients' expectations a...
Helios Quantitative with Chris Shuba | E298
October 24, 2023 13:40 - 21 minutes - 29.4 MBJason talks to Chris Shuba, Founder and CEO of Helios Quantitative. It is an "in-source CIO," offering a unique solution for financial institutions. They provide all the functions of an investment department without the associated costs and hassles. Helios Quantitative simplifies and streamlines the operations of an advisory practice. Episode Highlights 01.52: Chris notes that while models were initially a primary focus, Helios has expanded its services and technology to become an all-enc...
Wealth.com with Rafael Loureiro | E297
October 17, 2023 11:44 - 30 minutes - 68.8 MBJason talks to Rafael Loureiro, CEO of Wealth.com. The company besides having the most incredible URL for a fintech firm is an estate planning platform that allows for advisors and clients to collaborative work on estate plans and produce like legal estate documents and make it part of the entire continuing advisors by proposition. Episode Highlights 00:53: Rafael describes Wealth.com as a tech-driven estate planning platform designed for financial advisors. The platform helps advisors se...
Cubed with Elliott Limb | E296
October 10, 2023 10:17 - 37 minutes - 51.8 MBJason talks to Elliott Limb, founder and CEO of Cubed. It is a company assisting fintech companies scale, while mitigating the high failure rates commonly faced by startups. Episode Highlights 00:21 Elliott discusses Cubed's mission, which is to help fintech companies overcome high failure rates. Cubed serves as growth partners, actively involved in running and growing fintech businesses. 06:45: Elliott acknowledges that the cultural divide between traditional finance and fintech is a co...
Lenker with John Lenker and Kevin deLaplante | E295
October 03, 2023 13:39 - 44 minutes - 102 MBJason talks to John Lenker, founder and Chief Vision Officer of the marketing firm and Kevin deLaplante Partner & Chief Knowledge Officer. Lenker is a growth consulting firm that specializes in assisting early-stage startups in achieving product-market fit and establishing a recognizable brand before their launch. They emphasize on the challenges startups encounter, including a lack of market analysis and a tendency to prioritize technical development over other critical aspects of their bus...
Absolute Engagement with Julie Littlechild | E294
September 26, 2023 10:00 - 30 minutes - 28.3 MBJason interviews Julie Littlechild, the founder and CEO of Absolute Engagement. Julie is a renowned speaker and expert in client engagement within the financial advisory sector. She has recently launched the Absolute Engagement Engine, which brings her ideas on client engagement to life. Episode Highlights 00:58: Absolute Engine is designed to help financial advisors connect more deeply with their prospects and clients efficiently and consistently. 06:31: Many advisors have recognized th...
infoSentience with Steven Wasick | E293
September 19, 2023 10:00 - 26 minutes - 36.3 MBJason talks to Steven Wasick, Founder of infoSentience, an automation company specializing in using artificial intelligence to enhance data analytics and communication in financial markets. infoSentience’s software can analyze any data set, identify key insights, and communicate them effectively, similar to a human analyst or journalist. This episode explores the innovative technology and applications that infoSentience brings to the world of finance. Episode Highlights 01:16: infoSentien...
New Retirement Wealth with Stephen Chen | E292
September 12, 2023 10:00 - 28 minutes - 25.7 MBJason talks to Stephen Chen, founder, and CEO of New Retirement. It is an online platform that facilitates financial institutions in offering DIY financial planning experiences to their existing or potential customers. The platform is designed to enhance and complement their existing financial services. Stephen describes New Retirement as essentially creating a "TurboTax for financial planning." Initially, the company began as a consumer-facing platform before transitioning into its current ...
Adviice with Owen Winkelmolen | E291
September 05, 2023 11:19 - 34 minutes - 31.5 MBJason talks to Owen Winkelmolen, Founder/CEO of Adviice, a financial planning tool in Canada. It is a client-facing financial planning platform designed to support fee-for-service advisors and all advisors in general. It enables clients and advisors to collaborate in building a financial plan. The origin of Adviice, can be traced back to Owen's financial planning practice, Plan Easy, which he founded in 2018. The discussion touches upon the challenges faced by those in the financial planning...
interVal Revisted with Trevor Greenway | E290
August 22, 2023 10:00 - 29 minutes - 40.2 MBIn this episode of Fintech Impact, host Jason welcomes back repeat guest Trevor Greenway, the founder of interVal. Trevor discusses how interVal's software platform assists financial advisors, accountants, and other professionals in valuing businesses. The platform provides estimates of business value, guides clients in the right direction, and helps them optimize their largest asset. Episode Highlights 02:36: Jason inquires about the process of business valuation for financial advisors a...
Milemarker & Mammoth with Jud Mackrill | E289
August 15, 2023 10:00 - 32 minutes - 44.3 MBJason talks to Jud Mackrill, co-founder of Milemarker & Mammoth, who has been on the show before. The discussion centers around the challenges related to data and data management in the industry. For the past 15 years, many conferences have complained about the quality of data, its location, and how it's often siloed. Jud is working on a solution to address these issues. Episode Highlights 0:56: The company's main goal is to address issues related to connectivity, integration, and operati...
Bento Engine with Philipp Hecker | E288
August 08, 2023 12:57 - 28 minutes - 39.8 MBJason talks to Philipp Hecker, CEO of Bento Engine. It is a cutting-edge content and conversation system designed for financial advisors. The system's primary goal is to assist financial advisors in cultivating stronger client relationships and expanding their businesses. Episode Highlights 0.49: Bento Engine aims to help advisors focus on crucial moments in their clients' and prospects' lives. It operates as a B2B SaaS solution, integrating with widely used CRM systems through APIs. 2.0...
Sikka.ai with Jacob McGraw | E287
August 01, 2023 10:00 - 24 minutes - 33.6 MBJason talks to Jacob McGraw from Sikka.ai, a fintech company specializing in API platform services for dental support organizations (DSOs). DSOs are large firms that operate numerous dental practices. Jacob discusses Sikka.ai’s innovative underwriting methodology for insurance companies and explains the company's value proposition. Episode Highlights 01:00: Jacob explains the operations of Sikka.ai The company collects data from dental practices to underwrite life insurance applicants. ...
TaxTemplates with Jay Goodis | E286
July 25, 2023 10:00 - 32 minutes - 51.5 MBJason talks to Jay Goodis, the CEO of Tax Template Sync, a software designed to help advisors in Canada assess different tax scenarios for their clients. The software allows users to analyze current tax situations, run test scenarios, and optimize tax strategies. Episode Highlights 01:57: Jay explains that the genesis of the company was driven by the need to save time and improve efficiency. 02:23: While working in public practice, Jay constantly sought ways to be more efficient and ident...
Couplr with Derek Notman | E285
July 18, 2023 10:00 - 37 minutes - 34.1 MBJason talks to Derek Notman, the founder and CEO of Couplr. It is a fintech company that provides a platform for people to find the right financial advisor for their needs. Jason mentions that he often gets pitched similar ideas, but he finds Derek's approach unique and effective. Derek explains that Couplr is focused on fixing lead generation in the financial advisory industry. He highlights that lead generation has been a personal frustration for him, and Couplr aims to address this issue....
StockTwits with Rishi Khanna | E284
July 11, 2023 10:00 - 26 minutes - 36 MBJason talks to Rishi Khanna, CEO of StockTwits. It is a social media platform for the retail investing and trading community, known for inventing the cash tag. Rishi talks about his vision involving horizontal expansion to become a global platform and vertical expansion into diverse asset classes, while leveraging the culture of money and markets and the significance of live interactions. Episode Highlights 01:00: StockTwits has expanded beyond U.S. stocks to cover Canadian equities, India...
Wise Revisted with Brigit Carroll | E283
July 04, 2023 10:00 - 28 minutes - 66.1 MBJason talks to Brigit Carroll, the policy lead for the Americas at Wise. Wise is a company that has previously appeared on the show. Jason has invited Bridget to discuss the progress or lack thereof regarding open banking in North America. They discuss various topics related to cross-border payments, banking apps, and the challenges faced by the industry. Bridget emphasizes the need for transparency in pricing and reducing the cost of remittances. They also talk about the evolving narrative ...
186 Ventures with Giuseppe Stuto | E282
June 20, 2023 10:00 - 29 minutes - 41 MBJason talks to Giuseppe Stuto, co-founder and managing partner of 186 Ventures. It is a venture capital firm founded by former high-growth tech executives themselves. They have been there, and they know how to advise people who are going through that same journey. Giuseppe explains that their criteria for investing in a company involve evaluating founder market fit, the competence and unique positioning of the founders, their understanding of the problem, and their passion and motivations fo...
XLR8CRM with Jennifer Thomas | E281
June 13, 2023 10:00 - 33 minutes - 46.3 MBJason talks to Jennifer Thomas, Director of Business development for XLR8. It is a well-known financial advisor CRM tool that is built over top of the Salesforce Platform. XLR8 is an overlay or custom version of Salesforce. Jennifer explains that they use all the power and strength and a wonderful thing that Salesforce offers, and then they came out-of-the-box with a fully customized version specific to the finance sector. Episode Highlights: 01:19: Jennifer talks about the history of XLR...
Integrated Finance with Daniel Cronin | E280
June 06, 2023 10:00 - 43 minutes - 59.2 MBJason talks to Daniel Cronin, CEO and Co-Founder of Integrated Finance. It is a platform that helps Fintech's launch with their payment systems all ready to go. Episode Highlights: 00:31: Integrated finance is a platform that helps fintech's to launch or incumbents or add new offerings to their existing customer base. 02:00: The APIs that work with Bank A are entirely different to the APIs that work with Bank B compounded times the number of banks you are working, says Daniel. 11:45: T...
Vamos Ventures with Ashley Aydin | E279
May 30, 2023 10:00 - 21 minutes - 29 MBJason talks to Ashley Aydin, Principal at Vamos Ventures. It is a venture capital firm that not only makes investments in various areas, including fintech but has taken a keen eye toward increasing diversity within their founder. Episode Highlights: 01:41: Ashley explains how they only invest in the next and diverse founding teams. They also focus on impact-oriented companies. 01:47: Ashley mentioned diversity, but it also means equity, community, product, and environment on the equity f...
Docupace with Ryan Geroge | E278
May 23, 2023 10:00 - 33 minutes - 46.2 MBJason talks to Ryan George, CMO of Docupace. It is a platform for paperless tools basically designed to automate your back office or the financial advisors back office that, eliminate a lot of the heavy lifting and pain that we go through daily. Episode Highlights: 03:07: Ryan is working with and working for people who are sometimes in the background of the business, whether it's connecting to the CRM and having a wireframe into that business or another level of deep integration. 05:56: A...
SIFA with Alan Gurung | E277
May 16, 2023 10:00 - 27 minutes - 37.9 MBJason talks to Alan Gurung, CEO of SIFA. It is an artificial intelligence-powered platform for financial advisors to leverage their data, be more efficient, and garner insights from that data. Episode Highlights: 01:52: It is a man versus machine argument instead of a man and machine argument. 02:51: Generative AI seems almost scary to many, but the reality is the future belongs to those who utilize the robot correctly. 05:29: AI works on explicit rules and logic to solve specific proble...
Cloud Advisors with Matt Lister | E276
May 09, 2023 10:00 - 24 minutes - 33 MBJason talks to Matt Lister, CEO of Cloud Advisors. It is a company in the group benefits space, and one of the unique things they have done is they have built a benchmarking system that helps inform business owners as to basically how their plans stack up against competitors in the same space and helps advise around best practices and design. Service is free for employers. Paid by advisors and providers. Episode Highlights: 01:04: Cloud advisors use the Canvas employee benefits marketplace...
RISA with Alex Murguia and Wade Pfau | E275
May 02, 2023 10:00 - 43 minutes - 59.4 MBJason talks to Alex Murguia and Wade Pfau, co-founders of RISA. It is an online questionnaire and tool for helping determine what an individual's retirement styles are like and specifically helping advisors steer them toward the type of retirement solutions that help ensure that they both succeed, but also that they are comfortable and their preferences on how they wish to retire or how they wish their income to be general in retirement come about. Episode Highlights 01:05: The risk that p...
Benefits2 with Christine Brunsden | E274
April 25, 2023 10:00 - 29 minutes - 41 MBJason talks to Christine Brunsden, CEO of Benefits2, a web-based application designed to help people and medical practitioners identify disabilities that qualify for the Disability Tax Credit. It also assists them by saving time and money while increasing the rate of success when applying for the Disability Tax Credit. Episode Highlights 02:56: Through her teenage years, Christine's daughter went downhill, and she ended up going through some really terrible stuff. 03:52: Christine realize...