Dell Podference: A Fintech Company Navigates the Pandemic
Jill on Money with Jill Schlesinger
Audacy
4.6 • 1.9K Ratings
🗓️ 19 May 2022
⏱️ 21 minutes
🧾️ Download transcript
Summary
On this bonus episode of Jill on Money, we're joined by Brent Weiss, co-founder and Chief Evangelist at Facet Wealth, a financial service firm that believes in achieving your financial goals with a dedicated CFP® at an affordable price.
Two plus years into the pandemic, how was a fintech company not only able to survive, but thrive, as the world drastically changed during the pandemic? One key ingredient: technology.
This special episode is part of the Small Business Podference presented by Dell Technologies.
To find more participating podcasts, search for Dell Technologies Small Business Podference on Audacy dot com, Spotify or Apple podcasts at the end of this episode.
Have a money question? Email me here.
Please leave us a rating or review in Apple Podcasts.
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Small businesses are ready to thrive again and looking for resources to rise to the challenge. |
| 0:06.0 | That's why Dell Technologies has assembled an all-star lineup of podcasters for the third year in a row |
| 0:13.1 | to create a virtual conference to share advice and inspiration for small businesses. Whether |
| 0:19.5 | you're still working remotely or back together again, let Dell Technologies help safeguard your |
| 0:24.9 | business with modern devices and Windows 11 Pro. Search Dell Technologies' small business |
| 0:31.6 | podvrants on Odyssey.com, Spotify or Apple Podcasts. |
| 0:40.0 | Welcome to the Jill on Money Show. It's still Thursday, 19th. I know we're sneaking in a few extra |
| 0:45.5 | episodes because we really think it's an interesting time to talk to folks who have navigated |
| 0:52.6 | the pandemic and managing a small business at the same time. So today and tomorrow, we're going to |
| 0:58.1 | drop a few extra episodes into the feed of some cool interviews that I've conducted. Today, |
| 1:02.9 | we're talking to Brent Weiss. He is the chief evangelist at Fasset Wealth. Here's our interview |
| 1:09.2 | with Brent Weiss. So Brent, how long have you been a certified financial planner? |
| 1:14.1 | Oh, geez. Well, it's all coming ahead. So as for being a CFP professional since 2007, |
| 1:19.6 | I remember because I passed the exam and couldn't use a certification for a year, but I've been |
| 1:23.3 | doing financial planning for coming up on 20 years now as evidenced by the fact that just had my |
| 1:27.6 | 20-year college reunion. Oh, that's so awful. I mean, that's wonderful for you. So let's talk about |
| 1:35.2 | what was it like to be a financial planner in 2007 before you had the same kind of technology. Just |
| 1:42.0 | give a little day in the life of Brent 20 years ago when it came to giving financial advice. |
| 1:48.1 | Well, so the interesting thing back in 2007, first of all, that was like the heyday of |
| 1:51.4 | financial advice before 2008 kicked in, right? And that was so I picked a really good time to start |
| 1:56.0 | my career right before the great recession. You know, the funny thing about financial advice, |
| 2:00.4 | and this is the thing that I've learned or learned in the first 10 years of my career is that |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Audacy, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Audacy and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.