Unlocking Success: Driving Client Acquisition and Nurturing for Financial Advisors with Shalicia Harris from In Charge

Are you ready to unlock success in your financial advisory career? In this episode, we delve deep into the world of client acquisition and nurturing with two extraordinary guests: Riley Moynes from The Forge Incubator and Shalicia Harris from In Charge.Together, we explore the profound significance of relatable stories in addressing personal needs and experiences. Shalicia's groundbreaking product, In Charge, is revolutionizing the financial advisory industry, and we uncover the journey that led to its creation. Embracing autonomy and fulfillment within the startup realm, we also discuss the transition from entrepreneurship to a stable role, and the remarkable impact In Charge is having on the next generation of financial advisors.Join us as we uncover how Shalicia's personal journey birthed a platform that empowers individuals in their financial literacy. Plus, we delve into the invaluable benefits of seeking mentorship through the Startup Genome Project, providing a higher chance of success for aspiring entrepreneurs. Lastly, we tackle the challenges faced by financial advisors in the insurance industry and highlight the influential power of positive customer feedback and referrals in driving success for groundbreaking products.
About Riley Moynes | (99+) Riley Moynes, MBA | LinkedInRiley joins The Forge from the Innovation Factory, where he was a Client Services Manager. Riley is a filmmaker turned design/business strategist originally from Regina, Saskatchewan. Riley has an entrepreneurial background having owned and operated a film and video production company for 8+ years while living in Saskatchewan.  Prior to starting his MBA in Design Strategy at the California College of the Arts, Riley started a Saskatchewan-based, solar energy company. Riley is incredibly excited to offer support to fledgling startups in the Hamilton business ecosystem and to utilize his design thinking skills in the process.
About Shalicia Harris | (99+) Shalicia Harris | LinkedInShalicia Harris is the founder of In Charge, a groundbreaking company that aims to empower individuals in their personal finance journey. With a strong background in entrepreneurship and a deep understanding of the challenges faced by financial advisors, Shalicia is revolutionizing the industry through her innovative app. Her commitment to financial literacy and her drive to help others achieve financial empowerment make her a true trailblazer in the field.
About In Charge | In Charge | Home (beincharge.io)In Charge enables financial advisors and firms to convert prospects 3x faster. We provide efficient and engaging tools that saves time, educates prospects and allows advisors to focus on building human connections.Our platform HeyKyra, is a multi-purpose tool that automates data collection, helps qualify prospects for products and provides personalized financial literacy. Elevate prospect engagement and grow your business.
Want to Connect or Learn More?Websites: https://theforge.mcmaster.ca https://beincharge.io  Want to Support In Charge?
If you are a Financial Advisor sign up for more information directly at https://beincharge.io 
Looking to Incubate Your Own Startup?
The Forge is currently recruiting a new business incubator cohort that will start in September. If you are an innovative, scalable startup with a full-time founder and a prototype, we would love for you to apply! The application deadline i