Unlocking Success: Driving Client Acquisition and Nurturing for Financial Advisors with Shalicia Harris from In Charge
07/10/23 • 51 min
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?
- Websites:
- LinkedIn: https://www.linkedin.com/company/in-charge-inc/
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.
******************************************************************************
Are you looking for a better way to network and nurture your connections?
-> Visit Wave to create your free digital business card: https://wavecnct.com/
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?
- Websites:
- LinkedIn: https://www.linkedin.com/company/in-charge-inc/
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.
******************************************************************************
Are you looking for a better way to network and nurture your connections?
-> Visit Wave to create your free digital business card: https://wavecnct.com/
Previous Episode
Navigating the Emotional Rollercoaster of Startups: Tales of Collections, Challenges, and Dreams with Amir Tajkarimi
How can a lawyer's journey lead to revolutionizing the collections industry? We uncover the inspiring journey of Amir, the CEO and co-founder of Lexop, a Montreal-based fintech company revolutionizing collection innovation. Discover how Lexop's innovative platform is transforming the way financial institutions, telcos, utility companies and more handle collections with a better customer experience. Get ready to be inspired by the untapped potential and the power of people management in growing teams.
About Amir Tajkarimi | ((99+) Amir Tajkarimi | LinkedIn
Amir Tajkarimi is the CEO and co-founder of Lexop, a rapidly growing fintech start-up leading the digital transformation of the collection industry. Before co-founding Lexop, Amir was a practicing Banking Lawyer for several years at renowned firms and the National Bank of Canada. In addition to his professional successes, he is also a published author and has contributed to publications like the “Doing Business Report” by the World Bank Group.
About Lexop | Lexop | Digital Collections, Humane ApproachTM
Lexop is a leading provider of digital payment and collection solutions that empower customers to self-cure their late bills. With a user-friendly platform and advanced automation capabilities, Lexop is revolutionizing how businesses manage late payments by streamlining processes, improving cash flow, and enhancing customer satisfaction. We are on an exciting journey alongside our clients to reshape the digital payments and collections landscape.
Want to Connect or Learn More?
- Website: https://lexop.com
- Linkedin: https://www.linkedin.com/company/golexop/
******************************************************************************
Are you looking for a better way to network and nurture your connections?
-> Visit Wave to create your free digital business card: https://wavecnct.com/
Next Episode
From Sewing Machines to Scaling Up: The Journey of DOUBL and Made to Measure Bras with Jess and Bryn
Are you tired of struggling to find the perfect bra that actually fits? Well, get ready to meet Jess and Bryn, the dynamic duo behind DOUBL, a game-changing startup that's revolutionizing the world of bras. In this episode of "Pitch Please," we dive into their incredible journey, from sewing machines to scaling up. We discuss the challenges faced by individuals with non-standard body types when finding comfortable bras. Learn how DOUBL's innovative technology provides an easy and quick shopping experience through camera scanning, ensuring a perfect fit for all. We also delve into the intricacies of product manufacturing and the evolution of DOUBL's process. Jess and Bryn share their triumphs and lessons learned along the way. Don't miss this enlightening conversation with Jess and Bryn as they share their passion for empowering women and the exciting future ahead for DOUBL.
About Bryn Davis Williams | (99+) Bryn Davis Williams | LinkedIn
Bryn holds an undergraduate degree in business from the Ivey Business School and an undergraduate degree in psychology from Western University. She has spent 5 years in the CPG industry at Unilever working as a brand and category manager across their personal care, refreshment and ice cream categories. She was also the campaign manager for Unilever's Every Day U Does Good Campaign for the 2020 campaign year.
About Jessica Bosman | (99+) Jessica Bosman | LinkedIn
Jess holds an undergraduate degree in business from the Ivey Business School and has spent 7 years working in the fashion industry. She has worked across a number of retailers as a buyer and merchant including SSENSE, Oak & Fort, MEC, and Herschel. She has attended New York and Paris fashion week and has had an interest in fashion ever since she was in high school and took sewing classes.
About DOUBL | DOUBL Custom Made Bras
DOUBL is the first made-to-measure bra that can be purchased in a one-step process online. By using smartphone scanning we make a bra exactly to your measurements without uncomfortable in-person visits, so you can conveniently and accurately get a bra that fits. DOUBL was founded by two women, tired of the male-run apparel industry, who want to make bras better for the people who wear them. All of our bras are produced in London, Ontario at a women-owned factory. Finally, a bra you won't want to take off! DOUBL: Made to measure, made to live in.
Want to Connect or Learn More?
- Website: https://www.doubl.ca
- Socials: Are all @mydoubl (Instagram, Facebook, TikTok)
- LinkedIn: https://www.linkedin.com/company/doubl/
- E-mail: [email protected]
Want to Support DOUBL?
Follow DOUBL on social media, subscribe to their newsletter, register for pre-sale and share their site with a friend or family member!
******************************************************************************
Are you looking for a better way to network and nurture your connections?
-> Visit Wave to create your free digital business card: https://wavecnct.com/
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