In this episode, we sit down with Eric Arnold, CEO of Planswell. Planswell’s mission is to create the world’s most actionable financial planning experience for everyone for free. They provide any consumer the ability to get a financial plan in 3 minutes. They also partner with advisors to connect investors looking for help in a new way – through education, insight, and training. Eric and I got into what they’ve seen from doing hundreds of thousands of financial plans and how advisors can educate investors on the biggest buckets when it comes to financial planning.
Learn more about Planswell: www.planswell.com