In this episode, Jamie Hopkins and Ana Trujillo Limon talk to Anders Jones, CEO and co-founder of Facet Wealth.

Anders and his team create high-impact plans for their clients so they enjoy better financial outcomes and, ultimately, financial freedom. As Anders puts it, financial planning — the way it should be.

Anders talks with Jamie and Ana about ensuring holistic financial services, leveraging tech tools and custodian platforms and conscientiously improving clients’ experience.

Key Takeaways

  • How Anders Jones built his career.
  • The game-changing DOL fiduciary rule.
  • The impact of consumer transparency.
  • Why every decision is not a financial decision.
  • The importance of employee financial wellness and benefits.
  • Launching a startup vs joining an established company.
  • Web3 and crypto.
  • The impact of a lack of fintech custodian platforms.
  • Why UX experience is important.
  • How to instill trust in a digital world.
  • How to achieve client success.
  • Setting high standards in the financial planning industry.

Quotes

“If you take a big step back—the world in general, even outside of financial services, is moving towards a more consumer-centric version of itself. And the big reason for that is that information is much more easily accessible.”Anders Jones

“There are some people who are made for startups and there are others who would just find it horribly discombobulating. The way that I sort of think about it is that startups are a journey of discovery. You have to go through a lot of iterations and a lot of ups and downs.”Anders Jones

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