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What if your financial advisor could truly understand your needs? Anders Jones, Co-Founder and CEO of Facet, recounts how Shruti Joshi, President and COO, focused on identifying and delighting their ideal clients, ensuring every interaction was exceptional. In the first episode of #GrowthLeadersofWealthManagement, learn how this client-centric strategy led to transformative growth. Listen now! https://lnkd.in/gxWsneTF #FinancialPlanning #WealthManagement #GrowthLeaders
It’s official! We’re Facet🔶 The Facet membership you already know and love has leveled up! We’re so excited to have a new brand that reflects our innovative approach to financial planning services, now with an updated logo, website design, and enhanced member experience. Together, we will lead this groundbreaking cultural shift; encouraging people to think about money not as an asset, but as a tool to express their values and enrich their life beyond expectation. A new era of financial planning is here.🚀 Spread the word. https://lnkd.in/ed_YdHNG
Let's take a moment to give a big shout-out and wish a very happy work anniversary to our amazing team member, Annika Erickson 🎉 At Facet, we are incredibly grateful to have such dedicated and talented individuals like you on our team. Join us in celebrating this remarkable individual and their contributions to Facet's journey! 🙌 #weappreciateyou
Let's take a moment to give a big shout-out and wish a very happy work anniversary to our amazing team member, Leslie McCullough 🎉 At Facet, we are incredibly grateful to have such dedicated and talented individuals like you on our team. Join us in celebrating this remarkable individual and their contributions to Facet's journey! 🙌 #weappreciateyou
📚 Last Chance to Apply for Our Scholarship Today! 📚 This scholarship offers up to $5,000 to students pursuing a certificate or undergraduate degree in Financial Planning from a CFP Board Registered Program, qualifying them to take the CFP® exam. Today is the final day to submit your application. Don’t miss this opportunity: https://lnkd.in/gRtQYVKp #FacetScholarship #CFPBoard
🎇Scholarship Deadline Extended🎇 The Facet Scholarship for Increased Diversity in Financial Planning deadline has been extended to October 15, 2024. Make sure to jump on this opportunity and apply! The scholarship awards up to $5,000 to students seeking to complete a certificate or undergraduate degree in Financial Planning from a @CFP Board Registered Program that would qualify them to sit for the CFP® exam. Apply now: https://lnkd.in/gRtQYVKp #FacetScholarship #CFPBoard
Let's take a moment to give a big shout-out and wish a very happy work anniversary to our amazing team member, Hugh Herlin 🎉 At Facet, we are incredibly grateful to have such dedicated and talented individuals like you on our team. Join us in celebrating this remarkable individual and their contributions to Facet's journey! 🙌 #weappreciateyou
Let's take a moment to give a big shout-out and wish a very happy work anniversary to our amazing team member, Andrew Horst 🎉 At Facet, we are incredibly grateful to have such dedicated and talented individuals like you on our team. Join us in celebrating this remarkable individual and their contributions to Facet's journey! 🙌 #weappreciateyou
Let's take a moment to give a big shout-out and wish a very happy work anniversary to our amazing team member, Jeanette Beatty, MS, CFP® 🎉 At Facet, we are incredibly grateful to have such dedicated and talented individuals like you on our team. Join us in celebrating this remarkable individual and their contributions to Facet's journey! 🙌 #weappreciateyou
