Shantell Wright is a seasoned professional with 14 years of experience in the financial services industry. He is also the visionary behind a financial services company that offers solutions to build and grow wealth. Having overcome personal challenges, Shantell uses his experience to empower clients from all socio-economic backgrounds. With a commitment to adding value, making connections, and creating an impact, he partners with marketing expert John Lewis to reimagine financial services through technology. Shantell is also a NAIFA member and a graduate of the Life in Leadership Institute.

John Lewis is a marketing expert, host of a community-focused podcast, and a dedicated social strategist providing financial information to underserved communities. His disadvantaged upbringing empowers him to educate and enrich his community with life-enhancing financial strategies. Alongside his professional pursuit, Lewis embodies a passion for creating meaningful connections and a genuine commitment to social service.

Those in low-income, urban communities often lack the financial knowledge and resources to plan for retirement and other life goals. How can financial advisors expand their practices to reach customers in these communities?

Financial services veteran Shantell Wright and marketing expert John Lewis educate and empower individuals across diverse communities, providing them with the tools and knowledge to secure their financial futures. As business partners, John and Shantell maintain that professional relationships provide additional resources and expertise to expand into untapped markets and communities. They leverage technology in their joint practice to expand service offerings and increase engagement with their communities.

In this episode of Advisor Today, Chris Gandy and Suzanne Carawan sit down with Shantell Wright and John Lewis to talk about revitalizing financial services through innovation and technological integration. They share their journeys, insights, and strategies to creating inclusive, comprehensive, and proactive approaches to financial education, emphasizing the transformative power of CRM automation and the profound impact of building genuine relationships to foster trust, loyalty, and community resilience.