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.