Banking on Experience powered by BUSINESSNEXT
Banking on Experience powered by BUSINESSNEXT
Andrew Piron & Joshua Barclay
Episode 52: 2 Hindrances to Financial Planning & Education
25 minutes Posted Apr 19, 2021 at 5:00 am.
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Show notes

Your financial health is of equal importance to your physical health. Disagree?

In this episode, I interview Anders Jones, CEO at Facet Wealth, about 2 impediments to financial planning and education.

What we talked about:

- The sin of putting the solution ahead of the problem

- Finding tech that makes your advisors’ lives easier

- What it will take to adapt our strategy permanently

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