Sora with Rohit Agarwal | E317
The Fintech Impact Podcast
by Jason Pereira
2d ago
Jason talks to Rohit Agarwal, Co-CEO of SOA Finance. They delve into the revolutionary platform SOA 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 SOA Finance in optimizing the liabilities side of clients' balance sheets. Episode Highlights: 00:30: Rohit expresses excitement about the opportunity to share insights on SOA Finance, hinting at the innovative approaches the platform employs to transform the advisory landscape regarding debt ..read more
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Amplify Reviews with Whit Lanier | E316
The Fintech Impact Podcast
by Jason Pereira
1w ago
Jason 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 leverage digital platforms for growth. Episode Highlights: 00:09: Jason introduces the episode's focu ..read more
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Zocks with Mark Gilbert | E315
The Fintech Impact Podcast
by Jason Pereira
2w ago
In 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: 00:09: Jason Pereira introduces Mark Gilbert and discusses Zocks Communications, an AI-driven platform cr ..read more
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EncorEstate Plans with Matt Morris | 314
The Fintech Impact Podcast
by Jason Pereira
3w ago
In 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 takes a personal turn as Matt shares a family tragedy that served as a catalyst for creating EncorEstate Pl ..read more
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PhilanthPro with Nicholas Palahnuk | E313
The Fintech Impact Podcast
by Jason Pereira
1M ago
Jason 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 like financial planning, green planning, relationship management, governance, records, charitable news ..read more
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Investipal with Cameron Howe | E311
The Fintech Impact Podcast
by Jason Pereira
2M ago
Jason 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: 04:00: The discussion focuses on unifying the advisor experience through research and development. Investip ..read more
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Legal Wills with Tim Hewson | E310
The Fintech Impact Podcast
by Jason Pereira
2M ago
Jason 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 preparation affordable and accessible to everyone. 01:04: Tim outlines the mission of LegalWills, emphasizing the ..read more
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Elements Revisited with Reese Harper | E309
The Fintech Impact Podcast
by Jason Pereira
2M ago
Jason 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 and simpler financial vital signs. He also describes Elements as providing diagnostic reports for present ..read more
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Year in Review 2023 with Guy Anderson | E307
The Fintech Impact Podcast
by Jason Pereira
3M ago
On 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 importance of technology in bridging the gap between advisors and the next generation of clients. 02:56: Jason ex ..read more
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MPower Financing with Manu Smadja | E306
The Fintech Impact Podcast
by Jason Pereira
3M ago
Jason 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 financial help, sparking the idea for MPower. 03:13: Manu shares the pivotal moment when a student was o ..read more
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