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E2: Entrepreneurs Exposed

56: Planswell - Superior Financial Planning in 3 mins.

Aug 23, 2019

Eric Arnold is the founder, and CEO of Planswell. The financial planning company disrupting traditional financial advisory, has raised over $18 million to date, and built over 200,000 financial plans for customers all over the globe. In this one, we dive into a variety of topics, including raising capital from a strategic investor vs. a VC; myths with regard to financial planning and financial literacy; the misalignment of incentives that exists between financial advisors and their clients, how to create viral content on LinkedIn, and much more. 
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