Facet CEO Anders Jones on the biggest heist in finance, how advisors really sell permission, and the great boomer wealth transfer

Anders Jones is the CEO and co-founder of Facet, a fintech company built to bring high-quality, flat-fee financial advice to an underserved market: the mass affluent. Facet has raised over $250M and manages more than $7B. Anders has seen the real finances of tens of thousands of households. In this episode of Summation, Anders and Auren discuss: why the percentage-of-assets fee is the greatest heist in financethe retention data showing people stick 3x longer when you help them act, not just a...