Finance Village
Hosted By Sheldon Brow, Founder & CEO of Pocket Finance. Finance Village is a podcast that caters to both financial professionals and consumers, featuring conversations that challenge and engage experts across the financial industry. The show’s ultimate goal is to enhance the financial literacy of consumers while providing financial professionals with the best resources to serve their clients effectively. It takes a village of experts to ensure the best care for clients, and Finance Village is here to help build that village.
Episodes
Friday Mar 03, 2023
Future-Proofing Financial Advice: The Land Grab & Shockwave
Friday Mar 03, 2023
Friday Mar 03, 2023
Sheldon Brow speaks with Jason Pereira, Stacy Brooks & Keegan Francis on how financial advisors (and financial professionals in general) will have to optimize how they highlight their human value while adopting innovation and tech that improves engagement, efficiency, and client experience digitally and interpersonally. Those who try to lead the way in innovation will be the ones to grab a large amount of business in the future, while many other complacent financial advisors will lose their business like blockbuster when Netflix came along.
Connect with Host - Sheldon Brow 🔔
--
Linkedin: linkedin.com/in/sheldon-brow
Pocket Finance: pocketfinance.com
Connect with Guests 🔔
Jason Pereira is an Award-Winning Financial Planner, Portfolio Manager, Entrepreneur, Lecturer, Fintech Expert, Writer, TV Host & Podcaster
--
Jason's Blog: jasonpereira.com
Linkedin: linkedin.com/in/pereirajm
Twitter: jasonpereira
Stacy Brooks is strategic advisor, resource, and thought leader to senior management with more than 15 years of experience in financial services sales and marketing support
--
Linkedin: linkedin.com/in/stacy-brooks
Email: brooks.stacy.ab@gmail.com
Keegan Francis creates content on crypto, trading, and Bitcoin, architects solutions for the web & helps people and businesses buy Bitcoin and Cryptocurrency
--
Website: keeganfrancis.com
Linkedin:linkedin.com/in/keegan-francis-359487100
Email:keegan.lee.francis@gmail.com
Thank you for being a member of Finance Village
Sheldon Brow
Financial education, guidance, and disclosure are very important in todays banking landscape. I continually look to develop new and innovative strategies for empowering clients with fair disclosure and the same advice I would give my own dear mother.
I started Finance Village because I think Finance needs big change, and I believe the focus of my ever growing team will lead the way to those answers. The whole game is getting flipped on its head, I promise