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Transforming Wealth Management: How Facet Skyrocketed from $2 Million to $40 Million in Revenue with Organic Growth
Manage episode 426615259 series 3583752
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Dive deep into the learnings and strategies behind Facet’s incredible journey from a humble $2 million to now $40 million in revenue—all achieved through pure organic growth. Join our host, Meg Carpenter, CEO and Co-Founder at Ficomm, as she sits down with Facet's CEO and Co-Founder, Anders Jones, and President and COO, Shruti Joshi. Together, we learn about their groundbreaking flat fee model and tech-driven efficiency that are reshaping the wealth management industry. Discover how Facet's shift to a direct-to-consumer model is set to serve 20 million underserved Americans by 2030.
Shruti will walk us through their strategic marketing and sales evolution, sharing how refining their client profile has boosted satisfaction and retention. Anders will offer insights into Facet's innovative service delivery, including flexible meetings and dedicated service teams for the mass affluent market. Learn how Facet is making a big impact on the lives of their clients in an industry ready for change by listening now!
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Want to learn more…
- Visit ficommpartners.com
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