Making professional brand development accessible to all advisors.

Jason Pereira interviews Tina Powell, Partner and Chief of Community at Intention.ly, and introduces the Advisor Brand Builder tool. Designed to assist financial advisors in crafting their brand identity efficiently and effectively, the tool promises to revolutionize the branding process for financial professionals. Through their discussion, Tina Powell sheds light on the significance of strong branding in the financial services industry, the innovative approach of Advisor Brand Builder, and offers invaluable insights into leveraging technology for branding. Episode Highlights:<ul><li>00:31: Tina Powell expresses her enthusiasm for being a part of the podcast and her recent encounter with Jason at T3. This initial interaction highlights Tina's vibrant presence in the financial industry and hints at the valuable insights she's poised to share on branding strategies.</li><li>02:25: Tina delves into the common misconception equating brand with a logo and elaborates on the complexity of branding, including messaging, positioning statements, and the emotional connection brands forge with their audience. This explanation is crucial for understanding the comprehensive services offered by Advisor Brand Builder. </li><li>03:31: By discussing the technology behind Advisor Brand Builder, Tina highlights how it combines AI with a human touch to tailor branding solutions for financial advisors. This fusion aims to address the unique challenges in financial advisory branding with both efficiency and personalization. </li><li>05:20: The conversation shifts towards the technical workings and user experience of Advisor Brand Builder. Tina explains the step-by-step process advisors undergo in creating their brand through the tool, demystifying the technology and showcasing its accessibility. </li><li>09:17: Tina stresses the importance of integrating advisors origin stories, values, and unique differentiators into their branding strategy. This segment illuminates Advisor Brand Builders capacity to capture and convey the deeper narratives that distinguish financial advisors. </li><li>24:15: The final segments offer a comprehensive list of deliverables provided by Advisor Brand Builder, including visual elements, messaging, website copy, and more. Tina elaborates on how these components converge to form a cohesive brand identity tailored to each advisor’s vision and values. </li></ul> Key Points:<ul><li>Branding in financial advisory is about more than just a logo; it encompasses messaging, values, and an emotional connection with the audience.</li><li>Advisor Brand Builder leverages a combination of AI and professional insight to offer personalized and effective brand development, significantly reducing the time and cost associated with traditional methods. </li><li>The tool’s intuitive design and comprehensive questionnaire ensure that each advisor’s unique story and values are at the forefront of their brand identity, reinforcing the importance of authenticity in marketing.</li></ul> Tweetable Quotes:<ul><li>"A brand is more than a logo; it's an emotional connection and perception people have about you." - Tina Powell</li><li>"With Advisor Brand Builder, transforming branding from months and thousands of dollars to days and cost-effective solutions is now a reality." - Tina Powell</li><li>"Human stories and values are the heartbeat of your brand. Let them speak through your branding." - Tina Powell </li></ul> Resources Mentioned:<ul><li>Facebook – Jason Pereira's Facebook </li><li>LinkedIn – Jason Pereira's LinkedIn </li><li>Woodgate.com – Sponsor </li><li>LinkedIn – Jason Pereira's LinkedIn </li><li>https://www.linkedin.com/in/tinapowell/&nbsp;</li></ul>

Advisor Brand Builder with Tina Powell | E321

Enabling the syncing of client data between systems.

Jason Pereira welcomes Madalyn Armijo, Co-founder and COO of Dispatch, a revolutionary platform designed to seamlessly integrate multiple financial advisory systems. This discussion delves into the platform's inception, its mission to eliminate redundant data entry, and its broader impact on the financial advisory landscape. The conversation offers insightful perspectives on the future of fintech and the challenges of modernizing financial advisory services. Episode Highlights: <ul><li>01:04: Madalyn Armijo shares the origin story of Dispatch, highlighting the collective realizations among the co-founders regarding the persistent data management challenges faced by financial advisors. This moment of insight led to the conception of Dispatch, aimed at addressing these issues comprehensively and efficiently.</li><li>04:08: Madalyn characterizes Dispatch as a foundational utility within the wealth tech ecosystem, akin to a public utility, facilitating seamless data orchestration without requiring advisors to manage the intricacies of system-by-system integration. </li><li>04:56: The discussion narrows down to the specific type of data Dispatch handles client information”and how it overcomes the inherent complexity and variability of such data across different platforms through sophisticated normalization and translation techniques. </li><li>06:11: The flexibility and customization offered by Dispatch are elaborated upon, demonstrating how the platform can adapt to a range of utilization scenarios, from advisor-led data entry to client-driven information input, thereby streamlining the onboarding process. </li><li>10:46: Madalyn explains how Dispatch extends beyond mere data integration to facilitate smoother account opening processes, reducing the burden on advisors and enhancing the client onboarding experience through digital solutions that obscure the complexities of dealing with multiple custodians.</li><li>15:52: Looking towards the future, Madalyn envisions expanding Dispatch's capabilities horizontally across the financial services sector, suggesting a broader application of the platform's integration and data management solutions beyond the advisory space. </li><li>18:24: The concluding segment invites reflection on the challenges and aspirations associated with developing and scaling Dispatch, emphasizing the critical role of talent acquisition and the unwavering passion of the team for innovating within the fintech industry. </li></ul> Key Points:<ul><li>Dispatch aims to transform the financial advisory landscape by enabling seamless integration of disparate systems, thereby addressing the perennial issue of manual data entry and error management. </li><li>The platform’s focus on client data and its capacity to normalize and translate this information across various systems highlight a novel approach to tackling the complexities of data management in wealth tech. </li><li>Flexibility and customization are central to Dispatch’s value proposition, offering tailored solutions that accommodate diverse operational needs and preferences among financial advisors.</li></ul> Tweetable Quotes:<ul><li>"In our industry, simplifying data integration is not just a convenience, it's a game changer." - Madalyn </li><li>"Dispatch is like a public utility for financial data, laying the groundwork for a more efficient and error-free advisory process." - Madalyn </li><li>"A delightful user experience in fintech is not just a nice-to-have; it's essential to driving adoption and satisfaction." - Madalyn </li></ul> Resources Mentioned:<ul><li>Facebook – Jason Pereira's Facebook </li><li>LinkedIn – Jason Pereira's LinkedIn </li><li>Woodgate.com – Sponsor </li><li>LinkedIn – Jason Pereira's LinkedIn </li><li>https://www.linkedin.com/in/madalyn-armijo/&nbsp;</li></ul>

Dispatch with Madalyn Armijo | E320

Helping investors find partners for real estate investing.

In this episode of Fintech Impact, Jason Pereira interviews Jonathan Faerman, founder of Investium, a revolutionary platform that facilitates co-investing in real estate by connecting like-minded individuals. They dive into the platform's origins, its functionalities, and the value it offers to its users, illustrating how technology is transforming the way we approach real estate investment. Episode Highlights:<ul><li>00:26: Jonathan shares the concept behind Invest, emphasizing its role as a networking site where users can connect based on shared investment objectives and preferences. He details the platform's user-friendly setup process, highlighting its emphasis on compatibility and ease of use.</li><li>02:16: Jonathan touches on the struggles of finding investment partners and how these experiences seeded the idea for Invest. His emphasis on leveraging online connections for real estate partnerships underscores the innovative approach of the platform.</li><li>03:21: Here, Jonathan elaborates on the user journey within Invest, from account creation to matching with potential co-investors. His description provides insights into the platform's security measures and the user verification process, reinforcing its credibility.</li><li>05:17: This segment delves into the diverse user base of Invest, ranging from individual investors to more experienced ones looking for substantial projects. Jonathan's analysis of user demographics reveals the platform's broad appeal.</li><li>09:01: Jonathan outlines his vision for Invest's future, focusing on expanding services and user base to maximize value and reach within the real estate investment community.</li><li>09:50: Feedback from users is shared, emphasizing positive responses, especially regarding the platform's security features and its ability to connect people with unexplored co-investment opportunities.</li><li>11:05: Jonathan expresses a wish to simplify the real estate investment process further, identifying the complexities and barriers that currently deter potential investors.</li><li>11:41: The conversation shifts to challenges faced in scaling Invest, stressing the importance of effective communication and outreach to potential users.</li><li>12:10: Highlighting what motivates him, Jonathan shares the excitement derived from user feedback and the joy of designing and implementing new features on the platform.</li><li>12:47: Jason concludes the interview, thanking Jonathan for his insights and outlining the episode's closure.</li></ul> Key Points:<ul><li>Invest seeks to streamline the co-investment process in real estate, facilitating connections between like-minded individuals through a tailored matchmaking approach.</li><li>The platform emphasizes security and user verification, ensuring a trusted environment for investment discussions and collaborations.</li><li>By focusing on user feedback and the incorporation of new functionalities, Invest is poised for growth, aiming to expand its services and user base further.</li></ul> Tweetable Quotes: <ul><li>"If you can meet a life partner online, why can't you meet a business partner online?" - Jonathan</li><li>"Investing in real estate requires a big team. We're looking to facilitate that collaboration within our platform." - Jonathan</li><li>"Our main goal is to remove barriers in the real estate industry, making investment opportunities more accessible to everyone." - Jonathan</li></ul> Resources Mentioned:<ul><li>Facebook – Jason Pereira's Facebook</li><li>LinkedIn – Jason Pereira's LinkedIn</li><li>Woodgate.com – Sponsor</li><li>LinkedIn – Jason Pereira's LinkedIn</li><li>https://www.linkedin.com/in/jonathan-faerman/&nbsp;</li></ul>

Investium with Jonathan Faerman | E319

State of Bank Transformation.

In this episode of Fintech Impact, Jason Pereira interviews Emmanuel Daniel, the founder of TAB Global, to discuss his groundbreaking book "The Great Transition." This book explores the seismic shifts happening within the banking sector, propelled by the advent of digital technologies and open banking, reshaping the landscape for both consumers and financial institutions. Together, they unpack the essence of banking transformation and what it signifies for the future. Episode Highlights:<ul><li>00:10: Jason introduces the episode with guest Emmanuel Daniel, who is set to discuss the transformation of the banking industry, as outlined in his book, "The Great Transition." The introduction sets the stage for a conversation aimed at decoupling the current and future states of banking, touching upon the evolution towards a more digital, open model that empowers customers and challenges traditional banking paradigms. </li><li>00:35: Emmanuel Daniel expresses gratitude for being on the program, preparing listeners for an insightful discussion on the radical shifts within the banking sector and the overarching themes of his book.</li><li>01:55: Emmanuel continues to unfold the narrative of banking transformation, highlighting the fundamental shift from physical banking paradigms to a digital era where direct transactions and personalized finance are becoming the norm. This segment bridges historical context with current technological innovations, illustrating a future where banking is no longer constrained by traditional infrastructures. </li><li>03:03: The discussion shifts towards the convergence of decentralized finance with traditional banking, underscoring the forthcoming challenges and opportunities. Emmanuel discusses how central banks are preparing for a digital transformation, signifying a groundbreaking shift in how financial services are rendered and consumed. </li><li>04:13: Jason acknowledges the depth of Emmanuel's insights, proposing to dissect specific transformative trends and their implications on the banking industry further. This moment offers a brief reflection on the broad spectrum of changes discussed. </li></ul> Key Points:<ul><li>The transformation of banking is not merely about adopting new technologies but involves a fundamental shift towards personalized finance, challenging traditional banking models.</li><li>Decentralized finance and digital currencies are catalyzing a major shift in banking operations, customer interactions, and regulatory frameworks.</li><li>For banks to remain relevant, they must embrace open banking, prioritize customer-centric products, and navigate the complex regulatory landscape with innovative solutions. </li></ul> Tweetable Quotes:<ul><li>"In our industry, transformation has many faces but one core: the shift towards personalized, decentralized finance." - Emmanuel Daniel</li><li>"Banking is at a crossroads, facing the digital revolution head-on. The future belongs to those who embrace change." - Emmanuel Daniel</li><li>"Regulations frame the game, but innovation changes the rules. Banks must navigate this landscape with foresight and agility." - Emmanuel Daniel </li></ul> Resources Mentioned:<ul><li>Facebook – Jason Pereira's Facebook </li><li>LinkedIn – Jason Pereira's LinkedIn </li><li>Woodgate.com – Sponsor </li><li>LinkedIn – Jason Pereira's LinkedIn </li><li>https://www.linkedin.com/in/emmanuel-daniel-5764482&nbsp;</li></ul>

The Great Transition with Emmanuel Daniel | 318

Enabling advisors to manage clients debt.

Jason talks to Rohit Agarwal, Co-CEO of SORA Finance. They delve into the revolutionary platform SORA 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 SORA Finance in optimizing the liabilities side of clients' balance sheets. Episode Highlights: <ul><li>01:26: Rohit delves into the intricacies of how SORA Finance operates, including data aggregation, analytic capabilities, and an ecosystem of lending partners. He explains the platform's unique value proposition in providing actionable alerts and insights to advisors, thereby allowing proactive debt management strategies.</li><li>02:13: The origin story of SORA Finance is shared, tracing back to the identification of a significant pain point in the market excess interest paid by Americans due to unoptimized debt. This foundation story illustrates the vision and motivation behind SORA Finance.</li><li>03:00: Discussion on the pressures advisors face to justify their fees and the realization that managing liabilities could serve as a differentiator in the market. This insight led to pivoting SORA Finance's focus towards serving financial advisors directly.</li><li>04:36: Jason and Rohit touch on the design philosophy behind SORA Finance, emphasizing the importance of user experience and the platform's pivot towards a model that serves advisors directly. The segment reveals strategic decisions that shaped the platform's development.</li><li>06:05: The challenges and opportunities in integrating liability management into advisors' practices are explored, along with how SORA Finance addresses these through innovative technology and strategic partnerships.</li><li>07:06: The conversation shifts towards the impact of SORA Finance on advisors' practices, including enhancing client relationships through proactive debt management and providing competitive loan options through a vast lending ecosystem.</li><li>08:03: Rohit explains the technical capabilities of SORA Finance in aggregating comprehensive loan data, thereby enabling informed advisory decisions and actions. This segment sheds light on the technological backbone of SORA Finance.</li></ul> Key Points: <ul><li>SORA Finance is transforming how advisors handle the liabilities side of client balance sheets by providing a robust platform for data aggregation, analytics, and access to a wide network of lending partners.</li><li>The platform originated from identifying a gap in the market where Americans were paying excess interest due to unoptimized debt structures.</li><li>Feedback from advisors has been instrumental in evolving SORA Finance into a must-have tool, emphasizing the importance of managing liabilities as part of comprehensive financial planning.</li></ul> Tweetable Quotes: <ul><li>"In our journey with SORA Finance, we've seen first-hand how critical managing liabilities is, not just for the financial health of clients but as a service differentiator for advisors." - Rohit Agarwal</li><li>"By focusing on liabilities with the same rigor as assets, we're not just adjusting a balance sheet; we're redefining the value of financial advice." - Jason Pereira</li><li>"Transforming debt management from an overlooked aspect to a core component of financial planning is at the heart of SORA Finance's mission." - Rohit Agarwal</li></ul> Resources Mentioned:<ul><li>Facebook – Jason Pereira's Facebook</li><li>LinkedIn – Jason Pereira's LinkedIn</li><li>Woodgate.com – Sponsor</li><li>LinkedIn – Jason Pereira's LinkedIn</li></ul>

Sora with Rohit Agarwal | E317

Enabling client reviews of advisors to create validation.

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:<ul><li>00:09: Jason introduces the episode's focus on Amplify Reviews, a pivotal tool for financial advisors aiming to elevate their business through structured client reviews. Whit Lanier shares his enthusiasm for discussing the subject, setting the stage for a deep dive into the transformative potential of online reviews in the financial sector. </li><li>00:57: Lanier explains the significant impact of the SEC marketing rule changes, highlighting the newfound ability for financial advisors to use testimonials in their marketing efforts. He emphasizes the universal application of online reviews across industries and suggests that the financial industry is no exception, marking a pivotal shift towards enhanced online presence for advisors. </li><li>01:51: Lanier recounts the journey to creating Amplify Reviews, drawing on his experience from a successful healthcare technology startup. He discusses how his team leveraged patient experience data to boost hospitals' online ratings and foresees a similar impactful adoption of online reviews in the financial sector. </li><li>05:27: Lanier addresses the complexities and regulatory nuances of using Google reviews for financial advisors, discussing the potential strategic and regulatory pitfalls compared to a more controlled platform like Amplify Reviews. </li><li>07:12: Lanier elaborates on the compliance-friendly features of Amplify Reviews, ensuring advisors can confidently manage and publish client testimonials without fear of contravening SEC regulations. </li><li>09:54: Although still early in its adoption within the financial industry, Lanier shares optimistic projections for Amplify Reviews based on analogies from healthcare, emphasizing the conversion lift potential from having published online reviews. </li><li>13:28: Lanier reflects on the positive feedback from early users and identifies messaging and value proposition as areas for improvement to fast-track adoption among financial advisors. </li></ul> Key Points:<ul><li>The SEC marketing rule changes present a golden opportunity for financial advisors to use client testimonials effectively, aligning the financial industry with broader online review practices.</li><li>Amplify Reviews offers a structured, compliant platform for financial advisors to manage client feedback, ensuring positive initial impressions and ongoing reputation management. </li><li>The adoption of online reviews is seen as inevitable in the financial industry, driven by consumer demand for transparency and authenticity. </li></ul> Tweetable Quotes:<ul><li>"Online reviews will become a common part of the financial advisor experience." - Whit Lanier</li><li>"Embracing online reviews early on can win advisors a disproportionate amount of business." - Whit Lanier</li><li>"The messaging and value proposition around online reviews are critical to accelerating adoption in the financial sector." - Whit Lanier </li></ul> Resources Mentioned:<ul><li>Facebook – Jason Pereira's Facebook </li><li>LinkedIn – Jason Pereira's LinkedIn </li><li>Woodgate.com – Sponsor </li><li>LinkedIn – Jason Pereira's LinkedIn </li><li>https://www.linkedin.com/in/whitlanier/&nbsp;</li></ul>

Amplify Reviews with Whit Lanier | E316

AI driven advisor meeting notes and assistance.

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:<ul><li>00:09: Jason Pereira introduces Mark Gilbert and discusses Zocks Communications, an AI-driven platform created to assist financial advisors by capturing crucial information from meetings. Gilbert shares his excitement about the project, painting a picture of a semantic-rich platform that swiftly organizes and presents meeting data, simplifying follow-up processes for advisors.</li><li>00:56: Mark Gilbert shares the backstory of Zocks Communications, sparked by his experiences at Twilio and the emerging demand to mine actionable data from client communications. With a grin, he acknowledges the accidental yet timely intersection with the rise of large language models (LLMs), emphasizing the goal of creating a secure, privacy-focused tool that excels in extracting meaningful data from conversations.</li><li>03:10: Diving deeper, Gilbert discusses how Zocks stands apart from general-purpose note-taking applications by targeting financial advisors' specific needs - identifying and structuring data on assets, goals, and client profiles. This strategic focus allows Zocks to generate actionable insights, streamline follow-up communications, and enhance relationship management through tailored data extraction.</li><li>05:18: Gilbert elaborates on how Zocks goes beyond note-taking by employing the structured data to support various advisor workflows, including client communication and regulatory compliance. He portrays a vision where advisors spend less time on data entry and more on insightful advisory, thanks to Zocks' backend sophistication and its potential for CRM, planning, and task management system integrations.</li></ul> Key Points:<ul><li>Zocks Communications introduces an innovative AI-driven platform tailored to address the unique data capture and analysis needs of financial advisors, enhancing the efficiency of meeting follow-ups.</li><li>The platform distinguishes itself by focusing on specific data points relevant to the financial industry, offering a more personalized and actionable output compared to general-purpose note-taking tools.</li><li>Strategic integrations with CRM and planning systems are on the horizon, poised to further streamline advisory workflows and enable more meaningful advisor-client interactions.</li></ul> Tweetable Quotes:<ul><li>"Zocks Communications: Simplifying adviser follow-ups with AI-driven precision." - Mark Gilbert</li><li>"At the intersection of technology and finance, Zocks pave the way for next-gen financial advising." - Jason Pereira</li><li>"Embracing AI in financial advisory not only streamlines operations but enhances client relationships." - Mark Gilbert</li></ul> Resource Mentioned:<ul><li><a href="https://www.facebook.com/jason.pereira" rel="noopener noreferrer" target="_blank">Facebook</a>&nbsp;– Jason Pereira's Facebook</li><li><a href="https://www.linkedin.com/in/pereirajm?trk=org-employees_mini-profile_title" rel="noopener noreferrer" target="_blank">LinkedIn</a>&nbsp;– Jason Pereira's LinkedIn</li><li><a href="https://www.woodgate.com/" rel="noopener noreferrer" target="_blank">Woodgate.com</a>&nbsp;– Sponsor</li><li><a href="https://barevalue.com/podcast-editing" rel="noopener noreferrer" target="_blank">Podcast Editing</a></li><li><a href="https://www.zocks.io/" rel="noopener noreferrer" target="_blank">Zocks</a></li></ul>

Zocks with Mark Gilbert | E315

Making it easy to get their estate plans done.

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:<ul><li>04:08: The conversation takes a personal turn as Matt shares a family tragedy that served as a catalyst for creating EncorEstate Plans, illustrating the real-world consequences of inadequate estate planning.</li><li>07:06: Matt highlights the core belief behind EncorEstate Plans, emphasizing the value financial advisors provide in guiding clients through the estate planning process. He discusses the limitations of DIY software solutions and the persistent gap in estate planning despite their availability.</li><li>11:56: Matt addresses the limitations of EncorEstate Plans, acknowledging that it may not be suitable for everyone. The platform is tailored for the mass affluent, and advisors are equipped to determine when software is appropriate and when clients should seek legal advice from an attorney.</li><li>16:55: Matt discusses the documentation process, emphasizing the need for clear client decisions and the validation of those decisions through summaries and email communication. The platform aims to provide due diligence in documenting clients' desired estate plans and ensuring their ownership of the decisions made.</li><li>21:02: Matt explains the variability in how advisors use EncorEstate Plans, allowing them to decide whether the client takes the first pass on the questionnaire or if they walk through the process together.</li><li>26:02: Matt introduces the process of restating existing plans, leveraging the information from the client's old documents. He explains how the questionnaire is filled out based on the information extracted from the existing plan.</li></ul> Key Points:<ol><li>EncorEstate utilizes technology to simplify and enhance the estate planning process for financial advisors, making it more accessible for both advisors and clients.</li><li>Matt advocates for financial advisors to adopt flexible payment models beyond the traditional AUM, ensuring broader access to financial advice.</li><li>The conversation highlights the growing importance of estate planning as a fundamental aspect of financial advisory services, emphasizing its transformative impact on client relationships.</li></ol> Tweetable Quotes:<ul><li>"Estate planning isn't an add-on; it's a core part of financial advisory. It's table stakes for advisors in the industry." - Jason</li><li>"Our goal is to enable old documents to become new with less than 10 minutes of effort, transforming the outdated estate planning experience." - Matt</li><li>"Access to advice is crucial. We need advisors with flexible models to serve different client levels, moving the industry in the right direction." - Matt</li></ul> Resource Mentioned:<ul><li><a href="https://www.facebook.com/jason.pereira" rel="noopener noreferrer" target="_blank">Facebook</a>&nbsp;– Jason Pereira's Facebook</li><li><a href="https://www.linkedin.com/in/pereirajm?trk=org-employees_mini-profile_title" rel="noopener noreferrer" target="_blank">LinkedIn</a>&nbsp;– Jason Pereira's LinkedIn&nbsp;</li><li><a href="https://www.woodgate.com/" rel="noopener noreferrer" target="_blank">Woodgate.com</a>&nbsp;– Sponsor&nbsp;&nbsp;</li><li><a href="https://www.linkedin.com/in/matt-morris-1557ba9b" rel="noopener noreferrer" target="_blank">linkedin.com/in/matt-morris-1557ba9b</a></li><li><a href="https://barevalue.com/podcast-editing" rel="noopener noreferrer" target="_blank">Podcast Editing</a></li></ul>

EncorEstate Plans with Matt Morris | 314

Managing philanthropy for clients at scale.

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:<ul><li>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, and a learning hub.</li><li>07:21: Nicholas outlines the initial steps after a client decides to make a sizable charitable donation, considering financial planning and multi-year contributions.</li><li>13:20: Nicholas discuss on how clients use the tool to simulate scenarios, entering large grants to see the impact on future distributions and making informed decisions instantly.</li><li>17:17: Discussion moves to advisor feedback, with Nicholas mentioning that advisors find value in deeper connections with their philanthropic clients. The tool helps in understanding grant plans, which can impact investments, enhancing communication and planning.</li><li>23:08: Nicholas agrees and mentions potential use cases, including charities interested in smoothing out donations and encouraging multi-year commitments. He notes the positive response from various pockets of the philanthropic community, financial advisors, and non-profits.</li><li>27:43: Nicholas shares that what excites him the most about PhilanthPro is being involved in facilitating impactful philanthropy. He finds it incredible to work with clients who have decided to use their funds to make a positive difference in the world, filling gaps where needed and making a meaningful impact.</li></ul> Key Points:<ol><li>Nicholas outlines how PhilanthPro Solutions' platform simplifies the management of philanthropic endeavors, covering grant tracking, legal obligations, and financial planning in a user-friendly interface.</li><li>Advisors find value in the platform as it deepens their connection with philanthropic clients, allowing better planning for grants and minimizing surprises in financial decisions tied to investments.</li><li>The goal is to enhance collaboration, encourage multi-year commitments, and provide a data-driven benchmarking tool for users.</li></ol> Tweetable Quotes:<ul><li>" PhilanthPro is more than a tool; it's a solution that streamlines the entire philanthropic process, connecting advisors, clients, and nonprofits for impactful giving." -&nbsp;- Nicholas</li><li>"PhilanthPro is not just a platform; it's a tool to support those making a difference. Frontline nonprofits and philanthropists deserve the honor for their incredible work.” - Nicholas</li><li>"Our goal is to make PhilanthPro an industry standard, empowering everyone involved in philanthropy with the tools and insights they need to create positive change in the world." - Nicholas</li></ul> Resource Mentioned:<ul><li><a href="https://www.facebook.com/jason.pereira" rel="noopener noreferrer" target="_blank">Facebook</a>&nbsp;– Jason Pereira's Facebook</li><li><a href="https://www.linkedin.com/in/pereirajm?trk=org-employees_mini-profile_title" rel="noopener noreferrer" target="_blank">LinkedIn</a>&nbsp;– Jason Pereira's LinkedIn</li><li><a href="https://www.woodgate.com/" rel="noopener noreferrer" target="_blank">Woodgate.com</a>&nbsp;– Sponsor</li><li><a href="https://www.linkedin.com/in/npalahnuk/" rel="noopener noreferrer" target="_blank">https://www.linkedin.com/in/npalahnuk/</a></li><li><a href="https://barevalue.com/podcast-editing" rel="noopener noreferrer" target="_blank">Podcast Editing</a></li></ul>

PhilanthPro with Nicholas Palahnuk | E313

Fintech Impact is an exploration of the fintech w…

Fintech Impact is an exploration of the fintech world where we interview different fintech entrepreneurs about what they do, their story, and what their impact is on consumers, incumbents, and the industry is as a whole.

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