S2 E1: Shruti Joshi, COO of Facet Wealth | Fintech | Financial Planning

When fintech is used right, it can bring outsiders in from the cold. Meet Shruti Joshi, bringing humanity to financial planning. Welcome to season 2 of Humans of Fintech, where Nicole Casperson digs deeper into the humans behind the headlines. Kicking off episode 1, Nicole and Shruti discuss the importance of empowering people with financial knowledge, how money (wrongly) defines identity, and Shruti’s own feelings of feeling like an outsider. Shruti shares how Facet Wealth is turning traditional financial planning on its head, putting human wellness at the center. You’ll also hear why she jumped into Facet Wealth as an early investor, how she drives rapid growth in everything she touches, and how to change the narrative around wealth-building models into something affordable, fun and with accessibility at the heart. And our sponsor MainStreet is making it easy to find thousands of dollars worth of R&D Tax Credits. You only need to plug MainStreet into your payroll and let their team of experts do the heavy lifting, scanning hundreds of federal, state and local tax credits on your behalf. It’s going to save you so much time and your company so much money. Head to MainStreet.com to sign up for their limited time offer. Follow Shruti: LinkedIn: linkedin.com/in/shruti-joshi-282369a You can keep up-to-date with everything Humans of Fintech at https://workweek.com/brand/wtfintech/ And if you’ve enjoyed Humans of Fintech why not try: Chicks of FinTwit, Tech Unlocked, Breaking Banks or Fintech Insider