WealthTech on Deck’s Post

This week’s guest on WealthTech on Deck described her agency’s “SWAT team of marketers” and how they work to advance clients' growth goals in fintech and financial services.     She’s Tina Powell, chief of community at Intention.ly. Listen to learn more about how she’s also applying her marketing and media skills and her indomitable spirit to her battle with lung and advocacy for research into treatment and cures.    “If I can use the power, the God-given power and media skills that I've been given to help provide hope and information to the people that need it most, then that's my legacy,” she said. https://lnkd.in/dRtbmc9Q

Bumble: A Swipe in the Wrong Direction? A detailed analysis of Bumble's financial and economic trends over the past years. Want More Reviews? Let us know in the comments if there are other companies you’d like us to analyze. For a deeper dive into financial trends or to learn how we can support your small business, visit http://cleargrowth.ai or email us at subscriptions@cleargrowth.com. Navigating the business world isn’t easy—let us help you make informed decisions. BLOG POST: https://lnkd.in/gjFe7xNE #fintech #AIaccounting #cleargrowth #bumble

As we continue to explore conversations with change agents rethinking paths to financial health. we are in conversation with Mical Jeanlys-White, Founder and CEO of WealthMore, an inclusive investment and advice platform. Mical was most recently recognized in the founder category in this past year's @New York City FinTech Women's Inspiring FinTech Females 2023 list. WealthMore’s belief is that “everyone’s wealth deserves the benefit and respect of financial advice.” Join us as we listen to Mical's journey as a first-generation American, from trying to get her grandmother to invest in CDs to defining a solution to help democratize wealth advice. Mical shares her lived experiences, challenges, and real conversations we need to have about closing the racial and gender wealth gaps if we are to create a path to lasting generational wealth. Discover WealthMore's unique approach to investing, planning, and creating a diverse and inclusive community of wealth advisors. Explore the impact of community-led financial empowerment and WealthMore's innovative 'advice on demand' model as part of an ecosystem that stands for financial inclusion and leveling the playing field. #thoughtleadership #moreelephant #financialfreedom #generationalwealth #wealthmore #changeagents #workthatmatters #representationmatters #financialadvice

Simple steps can go a long way. See thrivent.com/social for important disclosures.

The NextWealth Adviser Tech Stack series provides an in-depth look at the technology powering financial advice. In the latest report, Mark Aldous shares key insights into what’s covered 💭 📥 Want a sneak peek? Download the sample via the link below, or reach out to us at enquiries@nextwealth.co.uk with any questions. #AdviserTech #FinancialAdvice #Adviser #Reviews #Tech

Recent studies show that nearly 30% of adults struggle to make ends meet each month. PropelX is changing the game—empowering you to secure your financial independence with innovative tools and community support. We are excited to share our unique platform, PropelX, designed to transform how you earn and grow your wealth. PropelX empowers you to: - Start Small, Earn Big: Begin with just $15 and unlock immense earning potential. - Leverage Your Network: Use the power of community for exponential financial growth. - Achieve Financial Freedom: PropelX provides the tools you need to reach financial independence faster and more efficiently. We’re here to revolutionize digital earning by making it accessible, intuitive, and profitable. Check out the video below to see how PropelX works. If you're interested in joining this revolution, send me a DM.

What can the financial industry learn from nonprofit? I LOVED this question from Matthew Johns, MBA at HoneyHive Capital Partners, an alternative investment firm focused on values alignment. I worked as a fundraiser at a nonprofit organization in New Jersey between 2002-2004, before jumping off the deep end into financial services and fintech. There is so much that nonprofits can teach financial firms! First...how are they similar? 💰 Both of these industries (if you call nonprofit an industry) sell a promise of the future. They sell into your hopes, dreams, fears, values, emotions, desires. 💰 They offer investment products - although "return" is defined differently. 💰 They both ask you for your money and allocate in line with a strategy. What can financial services learn from nonprofit? 💰 Nonprofits inherently understand that money is a TOOL rather than a goal. Everything they do is about activating the tool to achieve a personally meaningful end. 💰 They build deep relationships with donors to understand exactly what matters to them. They are donor-centric by design. They get into the nuanced details. They have to understand what someone means, exactly, when they say they care about a topic. Just saying you care about "the environment" isn't specific enough. They have to go way deeper. Imagine if your investment dollars could be as specifically channeled! 💰 They are differentiated! Nonprofits have to create unique value propositions in order to exist. If every nonprofit sent money into the same 5 categories with the exact same allocations called by different names, the world would be a very different and sad place. 💰 They create deeper personalized engagement. Nonprofits know that people have different needs. Some just want to write a check. Others want to volunteer. Others like hitting the phones and fundraising. Others yet want to get their hands involved in the operations. They offer engagement pathways suited to the donor. What am I missing from this list? I could go on and on! Please listen to this podcast and tell me what you think! Matthew Johns, MBA is a brilliant conversationalist and taught me a lot about what a well-run podcast looks like. It's worth your time...trust me! https://lnkd.in/g_2efq8a

𝗟𝗲𝘁'𝘀 𝗚𝗿𝗼𝘄 𝗬𝗼𝘂𝗿 𝗪𝗲𝗮𝗹𝘁𝗵 𝗮𝘀 𝗪𝗲 𝗧𝗮𝗸𝗲 𝗢𝗻 𝗧𝗵𝗲 𝗖𝗼𝗿𝗽𝗼𝗿𝗮𝘁𝗲 𝗚𝗶𝗮𝗻𝘁𝘀 𝗧𝗼𝗴𝗲𝘁𝗵𝗲𝗿! Together, we can build generational wealth, fortify your financial fortress, and ignite a community revolution against corporate domination. This isn't just investing – it's a battle for the American Dream. Join our upcoming webinar and receive a free copy of our brand new Triple Passive Investing Report. Link in the first comment 👇

Smart financial planning is the cornerstone of a stable future. By setting clear goals, creating budgets, saving regularly, and investing wisely, you pave the way for financial security and freedom. Remember, it's not just about making money; it's about managing it effectively to achieve your dreams. This Thursday, at 8pm EAT, I will be privileged to host one of the most prominent financial advisors and expert in the country on an X (previously Twitter) Space. Mr Mugisha Tonny is the Team Leader at EITON CAPITAL , whose focus is helping clients protect their families and business from financial pitfalls of death, disability, and drain of long-term care expenses. To be part of this fruitful deliberation, click on the link below to set a reminder; https://lnkd.in/d9-MEuQ7 #EitonCapital

Raise Your Hand if you know Angela York and Elyse (Adler) Stoner, DES of Event Advisors ? (And if not - this is YOUR sign to follow / connect with them today!) If you are in #FinServ #FinTech AND you're even thinking for a moment about doing an event - ANY EVENT - then you really should talk with amazing Members and Partners of the Females and Finance Community! Angela and Elyse are our go-to resource at F&F when event questions come up - and yes, OUR event questions, too! 1 - Book a discovery call with them and get to know them: https://lnkd.in/gneCdnh6 2 - Connect on LinkedIn with them and follow their work 3 - Tell them Females and Finance sent you because they are very special in our community! Learn more here: https://lnkd.in/g-nB9SG4 cc: Sheryl Hickerson