Fintech Impact

Jason talks to Shalicia Harris, founder and CEO of In Charge; a platform designed to empower financial advisors in growing their businesses and fostering stronger relationships with clients. The focus is on personalized financial literacy, aiming to empower clients in making informed decisions about their money. The platform enables advisors to seamlessly create tailored campaigns, emphasizing transparency and education to eliminate negative experiences in client-advisor interactions.Episode Highlights:02:03: Shalicia discusses the solution, emphasizing the need for personalized financial literacy to empower clients in making informed decisions about their money.06:37: Shalicia emphasizes the deeper and more personalized customer journey created through market surveys. She mentions the inclusion of market surveys in the insurance world, allowing for a more personalized customer journey.07:00: Shalicia emphasizes the creation of transparency and education as the primary goals. She discusses the importance of m