Empowering Women Financial Advisors
Join Jessica Willis, Founder and CEO of Pocketnest, as she chats with Kathleen Burns Kingsbury of KBK Wealth Connection. Together, they dive into financial planning, wealth psychology, and the importance of empowering women financial advisors. Tune in as they discuss how advisory firms can elevate women into leadership roles, adapt to the growing economic influence of women, and infuse the human side of finance into their practices.Next-Gen Financial Planning and Innovation
Jessica Willis, CEO of Pocketnest, and Stacey Brass from Accel Wealth Management cover the evolving world of next-gen financial planning. They unpack the hurdles aging clients and advisors face, tech's role in enhancing client experiences, and smart tactics for attracting the next generation of clients and talent. Focusing on millennials' financial needs, they explore how AI, mobile apps, and a forward-thinking mindset shape the future of finance.Improving Financial Futures With Literacy
Jessica Willis sits down with Anthony Sanders from Sanders Financial Group to talk about his journey from high school educator to financial planner. They discuss the importance of financial literacy, building client trust, and standing out in a competitive market. Click play for Anthony’s insights on how education and personalized advice are key to helping clients make smart financial choices and break generational financial habits.
Building Financial Health and Community
Get to know Dace DeKruif, founder and President of Silver Strand Financial Planning, in this chat with Jessica Willis of Pocketnest. They dive into his shift from working with high net-worth clients to focusing on Gen X and millennials, what makes financial planning for these groups unique, and how he leverages tech for efficient guidance and builds client relationships through shared service projects.
Guide to White-Label Fintechs for Wealth Groups
Your guide to reaching the nextgen, growing your assets, and identifying cross-sell opportunities with a white-label fintech solution. We'll take on onboarding, navigating compliance, and nurturing your audience.
Keeping Up with Millennials' Digital Demands
We know millennials and Gen-Xers pretty darn well—because we ARE them! We know what makes the nextgen tick, what employee benefits they crave, and the personal finance gaps they have.
Top Benefits of Fintech for Your Practice
Learn how fintech like Pocketnest can boost your digital strategy, operations, and user experience. Plus cross-sell opportunities to grow your assets.