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Home > NextGen Podcast > Episode 31 – How Julie Lord and Gretchen Betts teamed up to create a Financial Planning firm for the future
Podcast: NextGen Podcast
Episode:

Episode 31 – How Julie Lord and Gretchen Betts teamed up to create a Financial Planning firm for the future

Category: Business
Duration: 00:00:00
Publish Date: 2017-09-15 06:26:29
Description:

Things that Adam Discusses with Julie and Gretchen:

  • What are their backgrounds?
  • How and Why Magenta was founded
  • What are the beliefs and cultures at Magenta.
  • What kind of clients do they deal with and how do they work with them?
  • What has gone well so far for a new company and what hasn t gone so well?
  • What are their thoughts about the future of financial planning
  • What are key learning resources that they tap in to?

 

Show Notes:

Magenta Twitter

Magenta Website

Julie Lord Twitter

Gretchen Betts Twitter

The post Episode 31 – How Julie Lord and Gretchen Betts teamed up to create a Financial Planning firm for the future appeared first on NextGen Planners.

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