July 2020 | Becoming Referable

Brent Weiss on the use of FinTech to enhance your advisory business

Brent is co-founder and Chief Evangelist at Facet Wealth, a fintech and financial life planning firm whose mission is to make high quality financial advice affordable and accessible to everyday Americans. As Chief Evangelist, Brent guides the vision of Facet’s financial life planning experience, [...]

By Julie Littlechild|2022-01-03T17:13:22+00:00July 24th, 2020|Categories: Podcast|Tags: Becoming Referable, Brent Weiss|0 Comments

Julie Littlechild and Steve Wershing on How Client Feedback Has Changed

In this week’s episode, we discuss strategies to stay connected with your clients, a process that is more important than ever. Specifically, we look at the role of client feedback and how and why it’s changing. Client needs are changing and so to must [...]