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Summary:
Do you have an idea that could change the financial services industry for the better?
With the perfect combination of integration and partnerships, you can bring that idea to fruition!
In this episode, Matt Halloran speaks with Keena Pettijohn, CEO and founder of Lifelogixs Strategic Consultancy Group. Keena tells you how to connect with banks, credit unions, insurance companies, venture capitalists, or even RIAs, to turn your idea into a thriving enterprise.
Keena discusses:
- Why Lifelogixs is a one-of-a-kind consultancy group
- How to turn independent vendors into strategic partners
- Tips for small FinTech companies to implement holistic technological solutions
- What to consider when creating a go-to market for your product or service
- And more
Sponsorship:
A big thank you to our sponsor, Restream! Visit Restream to claim your exclusive offer: https://proudmouth.com/restream/
Resources:
- Influence Accelerator Academy (Join for free!)
- T3 Consulting Services by Joel Bruckenstein
- Bank, Insurance & Securities Association
- “Digital is not just another channel. It’s your Identity!” by Keena Pettijohn
- YouTube: “The Future Of Tech For Financial Advisors” with Paul Thompson and Keena Pettijohn
- Webinar: “What the Future of Wealth Management Technology Means for Advisors”
- “Longevity and Evolving for Nearly Half a Century in Financial Services” with Tina Powell and Keena Pettijohn
- “Ready or Not, The Industry’s Digital Moment Has Arrived” by Keena Pettijohn
Connect With Keena Pettijohn:
- (561) 985-6238
- Partners@lifelogixs.com
- Book a 30-minute call with Keena
- Lifelogixs Strategic Consultancy Group
- LinkedIn: Keena Pettijohn
Connect With ProudMouth:
- ProudMouth
- LinkedIn: Matt Halloran
- Twitter: Matt Halloran
- LinkedIn: ProudMouth
- Facebook: ProudMouth
- Twitter: ProudMouth
- YouTube: ProudMouth
About Our Guest:
Keena Pettijohn is an accomplished wealth management executive with over three decades in the Financial Services and Insurance Industry. Recognized as a Speaker and Author for the Bank, Insurance, and Securities Association’s (BISA), Keena is credited with the introduction of the Innovation Lab to highlight emerging FinTech firms that support BISA’s 1,200 members. Keena founded Lifelogixs on the tenets of health, wealth, and happiness, dedicating it to the technology that embraces that philosophy.
