Next-Generation Financial Services Part One
Jill on Money with Jill Schlesinger
Audacy
4.6 • 1.9K Ratings
🗓️ 27 February 2021
⏱️ 16 minutes
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Summary
This weekend we’re joined by Brent Weiss, co-founder and Head of Planning at Facet Wealth.
Facet Wealth is a financial service firm that believes in achieving your financial goals with a dedicated CFP® at an affordable price.
How many times have we all said “I can’t wait to retire?” But for many of us, when we really think about taking that next big step, all of a sudden we’ve got real legitimate questions, like how do I know when I’m ready? Or how will I pay for health coverage and when should I take Social Security?
The folks at Facet Wealth strive to provide the answers.
Whether it’s retirement planning, education planning, asset management, insurance or estate planning, Facet wants to show you what is possible with the next generation of financial life management.
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
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| 0:00.0 | Welcome to the Jill on Money Podcast. It's the weekend. Saturday, February 27th. Thanks for joining us. |
| 0:10.7 | On the weekends, we like to present interviews. And before this one gets even more stale, |
| 0:15.4 | because we had so many great interviews that Mark and I conducted at the very beginning of the year. |
| 0:19.6 | We didn't get to air them all yet. So here we are going to air an interview with Brent Weiss. |
| 0:25.6 | He's from Fasset Wealth. He's been on the program before. Fasset Wealth is also the sponsor of |
| 0:31.1 | my radio show. So I always like to disclose that. But I like Brent. He's a good guy. He's a certified |
| 0:35.5 | financial planner. I wanted to talk to Brent about how this new company, which is basically an |
| 0:40.3 | investment advisory firm. How did they weather the beginning of the pandemic and the huge sell-offs? |
| 0:46.0 | This is a, this can put a company under. So I was interested in finding out what was going on at |
| 0:50.8 | Fasset and we'll talk more tomorrow about some of the lessons learned. But I think that this is |
| 0:56.4 | kind of interesting to hear how ordinary investors like you and me, how we reacted in real time |
| 1:02.7 | and what the impact was on the business. So here's the first part of our interview with Brent Weiss. |
| 1:09.1 | How did you find those first couple of months that March, you know, February, March, April period, |
| 1:14.4 | where people were freaking out? What did you hear from your clients? We were actually, we went on, |
| 1:19.7 | I'll say the offensive. We got very proactive with our clients and started doing weekly webinars or |
| 1:24.6 | video conference sessions. The interesting side of the story, Jill, is that we were, I'm not going |
| 1:28.7 | to say we were built for a global pandemic, but we actually started our company in 2016, which |
| 1:33.2 | they, with the idea that we're going to have a remote workforce. So we actually were designed |
| 1:37.6 | for this. So that there was a zero disruption to our business. So the good news is we were also |
| 1:42.2 | set up to start doing video conference. Our clients knew like all of their meetings with their |
| 1:46.1 | CFP professionals are via video conference. So the first couple of weeks when the markets were, |
| 1:51.3 | I mean, it was like a roller coaster, right? It was, it was down 12% up 7%. Our clients were going, |
... |
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