Redefining Financial Planning with Shruti Joshi [Ep. 25]

My guest on the show today is Shruti Joshi, Chief Operating Officer at Facet Wealth. Shruti is widely recognized for driving efficient, rapid growth at B2C and B2B companies across every stage, from startups to enterprise businesses. A former consumer tech founder and Fortune 15 executive, she has invested and advised many businesses across multiple industries on business strategies to drive client acquisition and retention and develop innovative, end-to-end client experiences. She was an early investor in Facet Wealth and has been an advisor over the last several years. We wanted to talk with Shruti about how Facet Wealth is redefining the financial planning space, how the industry is currently missing the mark with the consumer market , democratizing access to the highest level of fiduciary care available and the importance of the subscription model, there is no wellness without financial wellness; financial health is health, financial literacy is great, but it does not mean the everyday person should be managing their own money and more!

For more information about Facet Wealth, please visit: https://facetwealth.com/ 

You can Follow Shruti Joshi on Twitter @shruti_jo: https://twitter.com/shruti_jo

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All opinions expressed by Caitlin Cook and The Chicks of Fintwit podcast guests are solely their own opinions and do not reflect the opinion of the hosts or any of their affiliates. This podcast is for informational purposes only, is not investment advice, and should not be relied upon for any investment decisions. We are not recommending any securities, nor is this an offer or sale of a security.