Episode 13 : Roundtable With Planswell Founders Eric Arnold and Scott Wetton
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Episode 13 : Roundtable With Planswell Founders Eric Arnold and Scott Wetton
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About this listen
Andy and Ermos unpack the wild ride of Planswell—from its 2012 beginnings to shaking up financial planning in Canada and the US. They get into the magic combo of smart tech and real advisors, why trust is everything, and how solid training and persistence keep the momentum going. Big insights, future plans, and plenty of behind-the-scenes stories.
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