The Power of FinTech in Getting the Unbanked with J.R. Jones - Episode 301

I sat down with J.R. Jones, CFP™ in this episode, and we talk about FinTech, short for Financial Technology, is a rapidly evolving industry that leverages cutting-edge technology to enhance and streamline financial services. Innovations in FinTech encompass a wide range of solutions, including digital banking, online payments, blockchain, robo-advisors, and peer-to-peer lending. These advancements aim to make financial services more accessible, efficient, and inclusive, transforming the traditional landscape of banking and finance. FinTech companies often prioritize user-friendly interfaces, data analytics, and automation to improve financial processes, offering consumers and businesses innovative tools for managing their finances in a digital age. The dynamic nature of FinTech continues to shape the future of finance, promoting greater financial inclusion, transparency, and efficiency.

Highlights

• J.R. Jones’ background in the financial space, including his time with American Express Investment Financial Services, and how it brought him to his current project
• The Accountable Card, a fintech service targeting unbanked and underbanked communities
• The importance of having a clear vision for the product and taking action to bring it to fruition
• Why using cash is more expensive than using banking services
• The Accountable Card's feature of moving money into a savings account, which can develop a habit of saving
• His plans to partner with organizations like the Mississippi Nursing Association and veteran groups to offer scholarships and revenue share
• The importance of getting the unbanked and learning the principles of wealth acquisition 

Links and Resources from this Episode

• https://www.practicalwealthadvisors.com
• https://www.practicalwealthsolutions.net/
• Email Curtis for a free report - curtmay@gmail.com
• Call his office - 610-622-3121
• ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
• Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
• CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
• Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
• Connect with J.R Jones
• jrjones@sanjoinc.com
• Check out his services: www.accountablecard.com
• Special Listener Gift
  Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession 

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