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Canadian and Global Innovation 2024-2025
Lieu : Bay Adelaide Centre, East Tower 22 Adelaide Street West Suite 3400. Toronto, ON, Canada M5H 4E - 2024-10-22 14 h 05 - 2024-10-22 14 h 25 (America/Toronto) (20 minutes)
Canadian and Global Innovation 2024-2025
Brian Pasalich
CEO & Co-Founder
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Brian Pasalich
CEO & Co-Founder
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Brian serves as the CEO of the Behave team, driving their mission to empower optimal decisions

through Behavioral Science. Affectionately dubbed the "Croatian Yoda" by his team, he

combines childlike curiosity with selfless understanding.


With decades of experience in financial services, Brian has built and developed high-end sales

teams, coaching over 1,000 financial advisors and earning multiple 'Top Advisor Retention

Leader' and 'Top Recruiter' awards. His entrepreneurial spirit extends beyond finance; as a

Senior Mentor with Founder Institute across multiple locations, he has guided hundreds of

founders through more than 30 cohorts over the past decade. Brian's diverse background includes

serving as a flight paramedic with the US Army Reserve and for trauma centers and SWAT

teams, bringing a unique perspective to his leadership role.


Deeply committed to community service, Brian has led over 100 financial literacy workshops

and served on numerous non-profit boards. He currently acts as treasurer and development chair

for Entrepreneurs for Global Change, focusing on supporting driven youth in the Balkans.

Brian's personal motto, "Don't get caught up in how it looks, have it turn out!" encapsulates his

belief that every individual should have the opportunity to live a life not just of success, but of

significance.


Brian will delve into the evolution of financial advising through technology, highlighting the benefits of embracing advancements like AI while emphasizing essential human connections. Participants will consider past apprehensions about robo-advisors and explore futuristic visions to assess potential futures of wealth management. The discussion will cover the shift from traditional financial advice to hybrid advisors through to AI-enhanced solutions, emphasizing hyper-personalized marketing and behavioural AI. Attendees will discover how to become "Advisor Next," deploying specific AI tools for greater advisor efficiency while focusing on meaningful client interactions, enhancing opportunities for growth in financial planning and revenue.