Joe Phoenix of Givinga on Using Philantech to Transform The Way We Give
Joe Phoenix, Co- Founder and CEO of Givinga had a long and vibrant career in a leadership position at Putnam Investments, one of the world's largest asset management firms, before he decided wanted to make a different type of impact on the world.
Joe Phoenix, Co- Founder and CEO of Givinga had a long and vibrant career in a leadership position at Putnam Investments, one of the world's largest asset management firms, before he decided wanted to make a different type of impact on the world. While he loved his job at Putnam, he realized shortly after he turned 50 that he wanted to pursue a new adventure.
Today Givinga, the company that trademarked the term "philantech" is "streamlining the entire giving journey for philanthropically minded businesses by removing obstacles that get in the way of good intentions."
Joe’s Ask Of The SoFin Community
Joe says he would like anyone at any company that is thinking about innovative giving to “come kick the tires on Givinga.“
If you have questions for Joe, feel free to reach out to him via email or LinkedIn.
Other Podcast Episodes Mentioned
The Augmented Advisor Podcast - Katie Hendrix and Shawn Jaberzadeh from Dimensional Fund Advisors share insights into the growing "Trend Toward The Personalization Of Investing At Scale”
The Advisor Financing Forum Podcast - Nick Barker, Chief Banking Officer of SkyView Partners shares how independent financial advisors and RIAs should approach “M&A Deals During a Rising Rate Environment.”
The Modern Financial Advisor Podcast - The podcast is back up and running after the Envestnet acquisition of Truelytics with new episodes featuring:
Julie Pinkerton of ClientFirst by Evozen on “Solving The Three Biggest Problems Facing Financial Advisors” and
Greg Prokott and Sam Angell from Advisor Financing on “Advisor Financing For Partial Sales and Succession Planning”
Manu Smadja of MPOWER Financing On Using FinTech To Expand Access To Higher Education For International Students
Manu Smadja, Founder and CEO of MPOWER Financing shares why he decided to leave a partner track career as a management consultant to start a FinTech company focused on helping international students finance their college education here in the United States.
Manu Smadja, Founder and CEO of MPOWER Financing shares why he decided to leave a partner track career as a management consultant to start a FinTech company focused on helping international students finance their college education here in the United States.
Manu’s Ask Of The SoFin Community
Manu had a very simple ask… three words “Spread The Word”
MPOWER Financing is hiring! The company is growing rapidly and on the hunt for passionate, talented folks who want to make a difference. So… spread the word!
International Students Can Refinance Their Student Loans! If you or someone you know has an international student loan, be sure to check out the refinancing options available via MPOWER. Spread the word!
If you have questions for Manu, feel free to reach out to him via email or LinkedIn.
Other Podcast Episodes Mentioned
The Augmented Advisor Podcast - Runik Mehrotra and Samir Vasavada, Co-Founders of Vise joined John Prendergast and me for a fascinating conversation about "How Personalized Portfolios Powered By A.I. and Machine Learning Are Helping Advisors Attract Millennial and Gen-Z Investors.”
The Modern Financial Advisor Podcast - Kye Simpson, Head of Field Strategy at FS Investments was here in Austin for a conference so Jeremi Karnell and I invited him in for an in-person podcast recording session. We had a great time and a fascinating conversation about “Helping Financial Advisors Thrive At Work, At Home, and In Their Community.”
Brendan Lee Young of Passiv on Easy Portfolio Management for the DIY Investor
Brendan Lee Young, CEO and Co-Founder of Passiv shares the company's origin story and also explains how an active community of DIY investors on a Reddit forum helped the company get off the ground.
Brendan Lee Young, CEO and Co-Founder of Passiv shares the company's origin story and also explains how an active community of DIY investors on a Reddit forum helped the company get off the ground.
Brendan’s Asks of The SoFin Community
Get 50% off your first two years of Passiv by visiting passiv.com/sofin
Passiv is looking to integrate with brokerage platforms so clients can use the solution with their preferred broker. If you know someone, reach out to Brendan via email.
Roger Pine of Holistiplan on Speeding Up the Tax Planning Process for Financial Advisors
Tax planning can be a very labor-intensive process for financial advisors who offer it to their clients. There is just so much data entry required!
Roger Pine discovered this firsthand in his career as a financial advisor. That was the inspiration of Holistiplan! Their solution makes it super easy for advisors to import their client's tax information and get to work.
As Roger mentions, tax planning is one of the areas where a financial planner can bring the most value to his or her clients. So, making the process more efficient for advisors means they will be able to bring more value to their clients.
Holistiplan is nominated for a 2020 Global FinTech Award so if you have a moment show your support.
If you would like to reach out to Roger to explore Holistiplan simply shoot him an email.
Others People and Companies Mentioned In This Episode:
George MacAllister of The Next Level Solution on the Modern Financial Advisor Podcast by Truelytics
Nick Arellano - Your Legacy Partners on The Advisor Financing Forum podcast by SkyView Partners