Preview Mode Links will not work in preview mode

Banking on Experience powered by CRMNEXT

Apr 19, 2021

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

Stay in touch with Banking on Experience by listening on Apple Podcasts, Spotify, or our website.

Listening on a desktop & can’t see the links? Just search for Banking on Experience in your favorite podcast player.