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Miguel Fernando, CFA

I help 🇨🇦 advisors build scalable businesses using awesome technology | Super Advisor

Miguel Fernando is the CEO and Co-Founder of Super Advisor, a financial advisory platform that provides tools and resources for financial advisors.35 He has a background in finance and entrepreneurship, with experience in various roles and industries.

Some key points about Miguel Fernando:

  1. Education: He holds an MBA from the University of Texas at Austin - Red McCombs School of Business, with concentrations in Finance and Consulting.2

  2. Professional Experience:

    • Co-founder of Superea (August 2020 - Present)2
    • Director at Inversiones Máxima - Inmobiliaria (February 2020 - Present)2
    • Former Manager at EY (Ernst & Young) in Houston, Texas2
    • MBA Summer Intern at EY in the Greater Chicago Area2
  3. Entrepreneurial Involvement:

    • Startup Mentor at Bridge for Billions (June 2023 - Present)2
    • Latitud Fellow (LF7) in 20222
  4. Skills and Certifications:

    • Holds a CFA (Chartered Financial Analyst) designation4
    • Certified in Governing Family Enterprises from Kellogg Executive Education2
    • Proficient in Spanish and English2
  5. Current Role: As CEO and Co-Founder of Super Advisor, Miguel leads a company that aims to empower financial advisors with technology to enhance their services and grow their businesses.15

Miguel Fernando's LinkedIn username is indeed miguelfernando, as mentioned in the query.4

Highlights

Sep 4 · linkedin

Does this qualify as investment research?

Sep 4 · linkedin

Ever find yourself too focused on jotting down notes during client meetings, rather than truly engaging in the conversation? You're not alone.

Using a note-taker in your meetings can be a game-changer, and here's why:

Focused Interaction: Instead of scrambling to capture every detail, you can focus entirely on your client. It allows for deeper, more meaningful discussions without the distraction of note-taking.

Accurate Transcriptions: No more worrying about missing crucial points. These tools provide a full transcription of the meeting, so you have a detailed record of everything discussed—automatically generating precise meeting notes.

Clarification and Transparency: Some note-taker tools notify participants before the meeting, giving them the option to opt-out if they’re uncomfortable. This keeps the process transparent and respects your client’s preferences.

Follow-Up Efficiency: With an accurate record, follow-up tasks become easier. You can revisit the discussion, clarify any points, and ensure that your next steps are aligned with what was actually said—not just what you remember.

Curious which tools can make this happen? Here are three popular options:

Fathom: Integrates seamlessly with Zoom, capturing meeting details and generating insights automatically.

Fireflies: Works across various platforms, offering detailed transcripts and searchable notes.

Otter.ai: Known for its accuracy and ease of use, providing real-time transcription and powerful search capabilities.

Elevate your client meetings—focus on the conversation, not the note-taking.

Interested in building this into your process and leveraging Super Advisor to make it work seamlessly? Send me a message and we'll set you up with a demo.

Related Questions

What inspired Miguel Fernando to start Super Advisor?
How does Super Advisor differentiate itself from other financial advisory platforms?
What are some key features of Super Advisor's technology?
How has Super Advisor impacted the financial advising industry?
What is Miguel Fernando's background before founding Super Advisor?
Miguel Fernando, CFA
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Location

Canada