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Pocketnest interviews financial pros to uncover new insights and strategies that leverage tech to reach the nextgen
Leading by Example
Jessica Willis, Pocketnest CEO and founder, chats with financial wellness experts like wealth advisors and credit union leaders in a new podcast series about the biggest trends and challenges in finance. They tackle tech, innovation, how to reach the next generation, and more. Each episode is packed with insights from leading experts, designed to empower you with the knowledge to transform your financial future.
Pocketnest’s Debut Podcast Episodes
Episode 1–Empowering Women Financial Advisors: Guest Kathleen Burns Kingsbury of KBK Wealth Connection discusses 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.
Episode 2–Next-Gen Financial Planning and Innovation: Guest Stacey Brass from Accel Wealth Management discusses the evolving world of next-gen financial planning. She and Willis 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.
Episode 3–Improving Financial Futures with Literacy: Guest Anthony Sanders from Sanders Financial Group talks with Willis 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.
Episode 4–Building Financial Health and Community: Guest Dace DeKruif, founder and President of Silver Strand Financial Planning, discusses 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.
Bite-Sized Benefits
Out for a walk, cooking dinner, multitasking—you name it! Tune into our 10-minute podcast episodes to get concise and proven strategies to reach the next generation.
Each episode addresses specific challenges facing financial institutions today and outlines clear guidance on how to overcome them. Ranging from using tech to drive better conversations to keeping up with your digitally native (and growing!) younger audiences, Pocketnest shares hot insights to help grow your business and offer your community a better experience with your brand..
Bring Your Community More
Want to bring your community better, tech-savvy solutions? The Pocketnest app offers a complete financial wellness platform that’s intuitive and user-friendly. It can help financial institutions like banks, credit unions, wealth advisors and the like drive community engagement, engage the nextgen, and identify cross-sell revenue opportunities. The platform supports community financial wellness, while also revitalizing their tech and positioning them as an innovative brand that attracts the next generation.