Jason 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. Episode Highlights: 02:03: Shalicia discusses the solution, emphasizing the need for personalized financial ..read more

Jason 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 right questions, one can understand their needs, desires, and values. This is essential for deliverin ..read more

Jason 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 significant amount of time consulting, evaluating new products, and engaging with advisors. 04:13: Wh ..read more

On 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 and actual investment outcomes. Episode Highlights  00:52: Aaron discusses the evolution of their ..read more

Jason 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-encompassing in-source CIO, moving beyond a sole emphasis on modelling. 02.23: Chris outlines the core ..read more

Jason 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 set up high-quality estate plans for their clients, offering legal estate documents that are applicab ..read more

Jason 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 common issue. He mentions that this divide is gradually improving, but it has been a significant chall ..read more

Jason 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 business. Linker aims to help startups navigate these challenges and achieve their growth goals. Episo ..read more

Jason 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 the importance of aspects such as Confidence, Concerns, Outlook, and Preferences; structuring the conv ..read more

Jason 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: infoSentience’s key product extends beyond finance and into the sports industry. They provide fantasy sports r ..read more