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
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