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What if your financial advisor could truly understand your needs? Anders Jones, Co-Founder and CEO of Facet, recounts how Shruti Joshi, President…
What if your financial advisor could truly understand your needs? Anders Jones, Co-Founder and CEO of Facet, recounts how Shruti Joshi, President…
Liked by Shruti Joshi
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Thank you to Ficomm Partners for an incredible discussion. I enjoyed sharing more about Facet's strategic marketing and sales evolution, flat fee…
Thank you to Ficomm Partners for an incredible discussion. I enjoyed sharing more about Facet's strategic marketing and sales evolution, flat fee…
Shared by Shruti Joshi
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In the first episode of #GrowthLeadersofWealthManagement, Shruti Joshi, President and COO at Facet, shares how her team had to rethink their entire…
In the first episode of #GrowthLeadersofWealthManagement, Shruti Joshi, President and COO at Facet, shares how her team had to rethink their entire…
Liked by Shruti Joshi
Experience
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Education
More activity by Shruti
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How common is financial planning for the general public? According to Shruti Joshi, President and COO of Facet a staggering 80% of Facet’s members…
How common is financial planning for the general public? According to Shruti Joshi, President and COO of Facet a staggering 80% of Facet’s members…
Liked by Shruti Joshi
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Excited to announce the launch of our new podcast, Growth Leaders of Wealth Management! 🎙️ Learning from others' experiences is invaluable, which…
Excited to announce the launch of our new podcast, Growth Leaders of Wealth Management! 🎙️ Learning from others' experiences is invaluable, which…
Liked by Shruti Joshi
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In an industry changing faster than ever, the expectations for growth – both organic and inorganic – are only getting more intense. 🎙️ The Growth…
In an industry changing faster than ever, the expectations for growth – both organic and inorganic – are only getting more intense. 🎙️ The Growth…
Liked by Shruti Joshi
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A heartfelt thank you to Amazon Web Services (AWS) and NYC Fintech Women for hosting our incredible discussion: Women in FinTech Forum — The Future…
A heartfelt thank you to Amazon Web Services (AWS) and NYC Fintech Women for hosting our incredible discussion: Women in FinTech Forum — The Future…
Shared by Shruti Joshi
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I was honored to participate in this year's Tribeca Festival alongside the remarkable Jalak Jobanputra, Gavin Michael Booth, and Morgan Ashley…
I was honored to participate in this year's Tribeca Festival alongside the remarkable Jalak Jobanputra, Gavin Michael Booth, and Morgan Ashley…
Shared by Shruti Joshi
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A big thank you to all our panelists Erin Allard, Shruti Joshi, Cathy Ross, Sam Eisler, Stephanie Khoo, and Katie Price from our #AWS…
A big thank you to all our panelists Erin Allard, Shruti Joshi, Cathy Ross, Sam Eisler, Stephanie Khoo, and Katie Price from our #AWS…
Liked by Shruti Joshi
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I used to feel my experience in event planning wouldn’t come in handy in my legal career. It’s a great pleasure for me to come accross the Jayaram…
I used to feel my experience in event planning wouldn’t come in handy in my legal career. It’s a great pleasure for me to come accross the Jayaram…
Liked by Shruti Joshi
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