Episode 031

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

What 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?