FutureProof Advisor Podcast

Brent Weiss from Facet Wealth on How to Serve the Mass Affluent the Right Way


Listen Later

Trailblazer, futurist, heavyweight and influencer are just a few of the many words that I took away to describe my conversation with our guest this week, Brent Weiss. Brent is an industry vet, that has created an industry leader. Brent is a Co-Founder and Chief Evangelist of Facet Wealth. Facet is one of those companies that changes the game. They're an innovator that is focused on solving the decade-long challenge of how to serve the mass affluent the right way. Brent's background is filled with experience in our industry, and his viewpoints challenge the status quo, which is something our industry is in desperate need of. Today, we will challenge the status quo together and see what boats we can rock.
...more
View all episodesView all episodes
Download on the App Store

FutureProof Advisor PodcastBy Matt Reiner

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

13 ratings


More shows like FutureProof Advisor Podcast

View all
Behavior Gap Radio by Carl Richards

Behavior Gap Radio

115 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

1,997 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

458 Listeners

Retire With Purpose - The Retirement Podcast by Casey Weade

Retire With Purpose - The Retirement Podcast

544 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,039 Listeners

The Long View by Morningstar

The Long View

848 Listeners

Thoughts on the Market by Morgan Stanley

Thoughts on the Market

1,284 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

229 Listeners

The Human Side of Money by Brendan Frazier

The Human Side of Money

92 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

104 Listeners

Always On with Duncan MacPherson by Duncan MacPherson

Always On with Duncan MacPherson

11 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

113 Listeners

The Advisor Journey by Altruist

The Advisor Journey

23 Listeners

50 Fires: Money and Meaning with Carl Richards by Blind Nil Audio

50 Fires: Money and Meaning with Carl Richards

190 Listeners