EPISODE · Aug 26, 2021 · 45 MIN
An “Industry Outsider” Shows What’s Possible When Building a Financial Planning Firm from the Ground Up
from The Diamond Podcast for Financial Advisors · host Mindy Diamond
Anders Jones discusses how Facet Wealth’s combination of a lower-asset client target, specially-designed technology, remote client services and unique subscription-based model is serving as a template for financial advice firms of the future.
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An “Industry Outsider” Shows What’s Possible When Building a Financial Planning Firm from the Ground Up
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