333 | Effective Financial Inclusion with Rodney Williams

Our guest this week on the pod is Rodney Williams. Rodney is the Co-Founder and President of SoLo, a financial services company enabling community banking and lending solutions for everyday Americans. 82% of their members live in underserved communities.

This episode is sponsored by the coaching company of the host, Paul Zelizer. Consider a Strategy Session if you can use support growing your impact business.

Resources mentioned in this episode include:

Effective Financial Inclusion: Interview with Rodney Williams Transcript


NOTE: While it’s not perfect, we offer a transcript and the below summaries by Castmagic for those who are hearing impaired or who don’t find listening to a podcast enjoyable or possible.

You can read the full transcript of this episode here.



Key Topics and Bullet Points


1. Introduction to Financial Inclusion Challenges

- Rodney Williams discusses the challenges faced by 200 million Americans living paycheck to paycheck.

- Focus on the under-discussed impact of financial inclusion in society.

2. The Genesis and Mission of SoLo

- The inception of Solo in 2018 aimed at addressing cash flow problems for the working class.

- Rodney's background and the motivation behind focusing on financially underserved communities.

3. Growth and Impact of Solo

- Solo's journey from processing a few thousand loans in its initial year to over 100,000 loans by 2020.

- Impact demonstrated through $300,000,000 in funding to assist those living paycheck to paycheck.

4. Solo’s Operational Strategies

- Introduction of a ladder system to manage borrowing limits based on repayment history.

- Development of a risk scoring system for borrowers to enhance trust among lenders.

5. Challenges in Early Stages and Evolution of Product

- Early struggles with the first version of the product and how it unexpectedly gained traction on the App Store.

- Continuous evolution based on learning from real-world applications and customer feedback.

6. Addressing Trust Issues in Peer-to-Peer Lending

- Building trust among users in a peer-to-peer lending platform.

- Implementing “lender protection” services to safeguard lenders' money.

-Impact of everyday Americans becoming agents of financial inclusion.

7. Global Expansion and Future Plans

- Plans to make Solo a publicly-traded entity with global outreach in markets like Africa, South America, Southeast Asia, Canada, the UK, and Eastern Europe.

- Strategies for scaling operations while maintaining service quality across different geographies.

8. Advice for Impact Entrepreneurs and Leaders

- Rodney Williams' suggestions for early-stage entrepreneurs about finding purpose and dreaming big.

- Advice for growth-stage leaders on thinking beyond limitations and continually learning.

9. Practical Tips on Peer-to-Peer Lending

- Recommendations for new users on taking time to understand the platform and developing a strategy.

- Stress on simplicity and potential of peer-to-peer lending compared to traditional investment avenues.

10. Regulatory and Political Engagement

- Importance of holding politicians and regulators accountable for fostering innovation that addresses societal challenges.

- Encouragement for proactive community involvement and influence on policy for better financial solutions.


Please share this innovative and effective approach to financial inclusion with your friends and colleagues!

Paul Zelizer