Soarpay with Scott Hawksworth (SMD) | E104
Soarpay with Scott Hawksworth (SMD) | E104

Summary:

In this 104th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Scott Hawksworth, Sales and Marketing Director at Soar Payments. Soar Payments is a company that focuses on providing payment solutions to higher risk businesses in the United States. Scott Hawkswork explains chargebacks, examples of high-risk businesses that banks tend to have trouble with, and the value that Soar Payments offers to its clients. 

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Fintech ImpactJason PereiraPayments
Willing Wisdom Index with Tom Deans (Founder) | E95
Willing Wisdom Index with Tom Deans (Founder) | E95

Summary:

In this 95th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host welcomes Thomas William Deans, founder of the Willing Wisdom Index and author of Every Family’s Business, about how his tool helps both clients and advisors improve outcomes. 

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Jason PereiraEstate
Park Place Payments with Samantha Ettus (CEO) | E94
Park Place Payments with Samantha Ettus (CEO) | E94

Summary:

In this 94th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Samantha Ettus, Founder and CEO of Park Place Payments, a company that markets and distributes payment solutions to small businesses around America. Samantha explains her background in media and as an author, how and why she built Park Place Payments, and the ways she has enabled a work staff that has needed opportunities. 

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Jason PereiraImpact Investing, Payments
FINCA Impact Finance with Andrée Simon (President & CEO) | E90
FINCA Impact Finance with Andrée Simon (President & CEO) | E90

Summary:

In this 90th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Andrée Simon, President and CEO of FINCA Impact Finance. FINCA provides microfinance loans in developing communities across 20 countries, merging financial services with social impact. Andrée discusses the unique challenges FINCA faces in the developing economies they serve, how technology affects their business model, and why an emphasis on social impact is important to her. 

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Jason PereiraImpact Investing, Micro lending
Willful with Erin Bury (CEO) | E89
Willful with Erin Bury (CEO) | E89

Summary:

In this 89th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Erin Bury, CEO of Willful. Willful allows people to create their personal wills, online for a fraction of the cost of working with an attorney. Erin and Jason discuss the need for a will and power of attorney documents, the psychological reasons behind the majority of people not having a will, and how Willful is working to make that easier for people to deal with. 

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Jason PereiraEstate
Suitability Pro with Shawn Brayman (CEO) | E88
Suitability Pro with Shawn Brayman (CEO) | E88

Summary:

In this 88th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host discusses Suitability Pro with special returning guest, Shawn Brayman, Founder of Plan Plus. With over twenty-five years of experience, Brayman is an expert in providing investment and financial planning solutions to financial advisors. His newest product, Suitability Pro, aims to improve the lives of advisors and their clients by helping them provide better recommendations almost by default. 

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Jason PereiraFinancial Planning, Risk Assessment, Investing
Hull e-State Planner with Jordan Atin (Founder) | E87
Hull e-State Planner with Jordan Atin (Founder) | E87

Summary: 

In this 87th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Jordan Atin, Founder of E-State Planner. E-State Planner is an online platform that allows for the collaboration and creation of estate plans and estate planning documents for advisors and lawyers. Jordan talks about the platform's AI-based guide for advisors and how this planning software allows the advisor to focus on advising and less on technicalities. 

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Jason PereiraEstate