Kick Start
Brent Weiss, CFP, ChFC
Head of Planning
Facet Wealth
The owners of wealth are changing and their expectations have changed as well. The methods traditional firms have been using for years won’t meet the needs of modern investors, but will plugging in technology be enough? How can we prepare for the sea change we are seeing in the industry and ready the next generation of advisers to maintain growth along with their clients? Co-Founder and Head of Planning at Facet Wealth, Brent Weiss, CFP(R), explores these questions and delves deeper into the current (and future) trends. He examines how technology can support the human experience, but never replace it.