Are you ready to unlock success in your financial advisory career? In this episode, we delve deep into the world of client acquisition and nurturing with two extraordinary guests: Riley Moynes from The Forge Incubator and Shalicia Harris from In Charge.
Together, we explore the profound significance of relatable stories in addressing personal needs and experiences. Shalicia's groundbreaking product, In Charge, is revolutionizing the financial advisory industry, and we uncover the journey that led to its creation. Embracing autonomy and fulfillment within the startup realm, we also discuss the transition from entrepreneurship to a stable role, and the remarkable impact In Charge is having on the next generation of financial advisors.
Join us as we uncover how Shalicia's personal journey birthed a platform that empowers individuals in their financial literacy. Plus, we delve into the invaluable benefits of seeking mentorship through the Startup Genome Project, providing a higher chance of success for aspiring entrepreneurs. Lastly, we tackle the challenges faced by financial advisors in the insurance industry and highlight the influential power of positive customer feedback and referrals in driving success for groundbreaking products.
About Riley Moynes | (99+) Riley Moynes, MBA | LinkedIn
Riley joins The Forge from the Innovation Factory, where he was a Client Services Manager. Riley is a filmmaker turned design/business strategist originally from Regina, Saskatchewan. Riley has an entrepreneurial background having owned and operated a film and video production company for 8+ years while living in Saskatchewan.
Prior to starting his MBA in Design Strategy at the California College of the Arts, Riley started a Saskatchewan-based, solar energy company. Riley is incredibly excited to offer support to fledgling startups in the Hamilton business ecosystem and to utilize his design thinking skills in the process.
About Shalicia Harris | (99+) Shalicia Harris | LinkedIn
Shalicia is the Founder of In Charge & TEDx Speaker with a corporate background in innovation, marketing and project management. She is a problem solver who turned her own lack of financial literacy and poor financial services experience into a revolutionary start-up company In Charge. Now she is revolutionizing the financial services industry with her comprehensive framework called the 5 Key Pillars of Personal Finances. These key pillars empower individuals by putting them in charge and while providing them faster and better financial solutions through an easily accessible app. Shalicia’s goal is to modernize financial services while building trust, transparency, and knowledge for people with personalized financial literacy.
About In Charge | In Charge | Home (beincharge.io)
In Charge is modernizing the prospect journey for advisors with a collaborative and value driven approach that empowers prospects with financial literacy and insights to help advisors identify gaps and opportunities for people faster. With our platform HeyKyra, we build trust, create transparency and enables people to make better financial decisions.
Want to Connect or Learn More?
Want to Support In Charge?
Users can build their own personalized financial literacy with our FREE financial Snapshot for listers. Its only takes 3-5 minutes! Note this will not go directly to a financial advisor but users will be contacted if they would like to be matched with one.
https://beincharge.io/heykyra?r=LIJHTSNS
Looking to Incubate Your Own Startup?
The Forge is currently recruiting a new business incubator cohort that will start in September. If you are an innovative, scalable startup with a full-time founder and a prototype, we would love for you to apply! The application deadline is July 31, 2023. Click here to apply.
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