CX and Democratizing Financial Planning: Shruti Joshi’s Triple Win Approach at Facet
Summary In this conversation, Shruti Joshi, President and COO of Facet Wealth, discusses the transformative approach to financial planning that focuses on accessibility and member-centricity. She highlights the challenges faced by millions of Americans who lack access to quality financial services and explains how Facet Wealth’s flat fee model builds trust and encourages meaningful client […]
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