Listen to the “Unlocking Success: Driving Client Acquisition and Nurturing for Financial Advisors” episode on Spotify here.
We have some exciting news to share from our entrepreneurial hub at The Forge! Shalicia Harris, the dynamic founder of the financial advisory startup ‘In Charge’, recently made an appearance on the popular ‘Pitch Please’ podcast. Joining her in this enriching dialogue was our very own Business Incubator Manager, Riley Moynes.
In the aptly named episode, “Unlocking Success: Driving Client Acquisition and Nurturing for Financial Advisors,” the duo delved deep into the world of financial advisory. Their rich discourse covered the significance of relatable narratives in addressing personal needs and experiences. Harris’s inspiring journey from grappling with financial literacy to creating an empowering solution was a captivating highlight.
‘In Charge’ is leading a paradigm shift in the financial advisory industry. By empowering individuals with financial literacy, the startup is transforming the way financial advisors identify gaps and opportunities, ultimately enabling better financial decisions for clients. This podcast episode is an absolute must-listen for financial advisors looking to elevate their careers or aspiring entrepreneurs seeking inspiration.
Moynes provided thought-provoking and stimulating insights into the journey of starting a business. He shared his expertise about the challenges and rewards of entrepreneurship, offering valuable lessons for those embarking on their own startup paths.
This appearance on ‘Pitch Please’ is a testament to the disruptive work done by clients at The Forge. We’re incredibly proud of Shalicia’s achievements and the impact she is making in the fields.
Listen to the “Unlocking Success: Driving Client Acquisition and Nurturing for Financial Advisors” episode on Spotify here.
Get acquainted with our inspiring guests and their work:
- Shalicia Harris | LinkedIn Profile | In Charge Website
- Riley Moynes | LinkedIn Profile
At The Forge, we’re committed to fostering an environment where entrepreneurs can thrive and make their mark. We look forward to celebrating more accomplishments from our Forge family. Listen to the podcast, and prepare to be inspired!