Building Trusted Financial Advice Networks with Pocket Finance

In this episode, host Peter Beaudoin interviews Sheldon Brow, CEO and founder of Pocket Finance, a fintech company that helps users build their financial advisor network. Pocket Finance is a dual platform serving clients and financial professionals. It aims to streamline the process of finding trusted advisors by giving clients quick access and allowing advisors to effectively manage client relationships

Hear the value of having a collaborative network of financial advisors to provide holistic advice. Knowing that this level of nuanced advice cannot be replicated by technology alone, which highlights the continued relevance of human advisors. Sheldon shares the growth journey of his startup, founded in 2019, including participating in pitch contests, accelerators, and moving to Calgary's tech hub

He recently completed the Catalyzer program, which helped refine the business focus and connect with mentors and investors. Sheldon is now looking to raise funds to capitalize on their advisor network and build a trusted ecosystem around clients.

Thank you for listening to the Leaders, Innovators and Big Ideas podcast, supported by Rainforest Alberta. The podcast that highlights those people who are contributing to and/or supporting the innovation ecosystem in Alberta.

Host: Peter Beaudoin Peter manages strategy and partnerships for an innovative alliance of energy companies committed to reducing environmental impacts through collaborative R&D efforts. Peter worked for more than 20 years in Asia building and investing in a variety of businesses. His most recent role outside of Canada was with the World Wildlife Fund, where he was the Chief Executive Officer of WWF China, based in Beijing. Prior to that, Peter lived in Hong Kong for 15 years working in the technology industry.

Guest: Sheldon Brow's background as a fisherman's son laid the foundation for his strong work ethic, which he has carried into his role as founder of Pocket Finance. With over 15 years in major banks and as an entrepreneur, he has a strong grasp of the financial sector's challenges and opportunities.

At Pocket Finance, Sheldon is dedicated to improving the tools that financial professionals use to engage with clients, emphasizing the importance of trust, efficiency, and collaborative teamwork.

His goal is to simplify financial planning, making it more intuitive and connected, thus enabling advisors to deliver personalized, high-quality advice more effectively and strengthen relationships in the finance industry.

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Show Links:

• Pocket Finance
• Platform Calgary
• Catalyser 

Show Quotes:

"Because we go through these dating processes with our institutions, with our professionals that we deal with individually. And there's so many, so many stories about that. It's about trust. It's about trust first, more than anything for the client."

Credits...

This Episode Sponsored By: New Idea Machine

Episode Music: Tony Del Degan

Creator & Producer: Al Del Degan