27 minutes | Apr 19, 2021

Can’t Afford an Advisor? Try Pocketnest.com | Episode 121

Can’t Afford an Advisor? Try Pocketnest.com Episode 121 Have you ever wanted to hire an advisor but feared getting rejected because you weren’t rich enough? Jessica Willis, an experienced financial professional, was tired of seeing good people go without holistic financial planning so she founded a tech start up to solve the problem. Pocketnest helps you get your financial house in order using technology, behavioral finance, and education. Listen in as Jessica shares her experience asking for funding in the male dominated venture capital world and how she has partnered with banks, credit unions, and other firms to make financial literacy and planning accessible to everyone. Show Notes: Meet Jessica Pocketnest website Pocketnest app – go to Google Play Store or Apple Store to download. From Startup to ScaleUp: Pocketnest Founder & CEO Jessica Willis, published on Endeavor Detroit March 2021 Special Offer: Sign up for a free demo at Pocketnest – Book a Demo Held to the fiduciary standard of care, Copper Leaf develops a financial plan specifically for you integrating every aspect of your life. They offer comprehensive wealth planning services including sustainable investing solutions. To find out more, visit Copper Leaf Financial. .et_bloom .et_bloom_optin_1 .et_bloom_form_content { background-color: #146a7d !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_container .et_bloom_form_header { background-color: #146a7d !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content button { background-color: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content .et_bloom_fields i { color: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content .et_bloom_custom_field_radio i:before { background: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content button { background-color: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_container h2, .et_bloom .et_bloom_optin_1 .et_bloom_form_container h2 span, .et_bloom .et_bloom_optin_1 .et_bloom_form_container h2 strong { font-family: "Open Sans", Helvetica, Arial, Lucida, sans-serif; }.et_bloom .et_bloom_optin_1 .et_bloom_form_container p, .et_bloom .et_bloom_optin_1 .et_bloom_form_container p span, .et_bloom .et_bloom_optin_1 .et_bloom_form_container p strong, .et_bloom .et_bloom_optin_1 .et_bloom_form_container form input, .et_bloom .et_bloom_optin_1 .et_bloom_form_container form button span { font-family: "Open Sans", Helvetica, Arial, Lucida, sans-serif; } Submit your question for the Breaking Money Silence® Podcast! Submit Your question has been submitted! OTHER WAYS TO ENJOY THIS POST: Listen on Google Listen on Amazon Listen on Stitcher Subscribe on iTunes Listen on Spotify Join Breaking Money Silence on Facebook KBK Connection, Inc., is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to Amazon.com Recent Posts
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