Everyday financial education and planning with Anders Jones

Let’s get fit…financially fit that is.

Doctors building relationships of trust = healthier patients. And Financial Institutions building relationships of trust with customers and members = serious financial wellness.

This week on CRMNEXT’s Banking on Experience, we’re joined by Anders Jones –– Co-founder and CEO of Facet Wealth –– who shares top tips for integrating financial planning and education into your clients’ lives.

What’s covered?

 

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