EPISODE · Apr 19, 2021 · 25 MIN
Episode 52: 2 Hindrances to Financial Planning & Education
from Banking on Experience powered by BUSINESSNEXT · host Emaan Abdelbaki
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.
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Episode 52: 2 Hindrances to Financial Planning & Education
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