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EP 277: Feel-Good Financial Planning with Brent Weiss of Facet Wealth

business education Apr 25, 2022

You know how the saying goes, “never say never.” 

 

Well, that may apply 99% of the time, but this is the 1% time where you want to throw that adage out the window because whether you’re working to hit that first 6-figure year in your spa, or you’re climbing the mountain to a million, there is never a better time to get your financial plans in order than right now.

 

Even if you’re listening to this episode a week, 2 months, or 2 years after its original release, everything that’s shared is still timely, timeless, and applicable.

 

And as my guest shares, even if you think you’re too late in the game when it comes to financial planning, there’s never an age too old to start (there’s that ‘never’ word again). 

 

Here to discuss the timeless topic of financial planning with me in this episode of Spa Marketing Made Easy is Brent Weiss, the co-founder and Chief Evangelist of Facet Wealth.

 

{ If you’re wondering what in the world a “Chief Evangelist” is, I had the same question! }

 

In a nutshell, Brent’s role is to be the “keeper, speaker, and champion” of the Facet Wealth cause, which is to give everyone clarity and confidence by building a financial plan based on personalized advice for all the financial decisions that impact your life. 

 

Now, all you loyal listeners know I’m a nerd for money conversations, but Brent truly makes the topic of financial planning a feel-good experience, and as a Facet Wealth client myself, I can truly attest to the fantastic experience and advising they provide.

 

I know this isn’t the “fun” stuff in business, but I can promise that having a financial plan feels a whole lot better than flying by the seat of your pants. 

 

So pull up an earbud, I can’t wait for you to tune in.  

 

In this episode, we discuss: 

 

  •  Why having a financial plan and financial advisor is so important, especially as a business owner, and why it’s critical that you align your financial plan with your life and business goals
  • How traditional financial planning services work, and how Facet Wealth is working to do things differently
  • Brent’s top insights on what to look for when finding the right-fit financial advisor for you and what key indicators to look out for when interviewing your potential advisor
  • Why it’s never too late to craft a financial plan and why you need a “To Be” list versus a “To Do” list when it comes to your financial planning vision

References Mentioned in Episode #277: Feel-Good Financial Planning with Brent Weiss of Facet Wealth

 

 

Join the Aesthetic Marketing Seminar, the premiere spa marketing event of the year, on May 16 + 17, 2022 to learn the most relevant strategies and systems that today’s spa owners need to shift from biz chaos to Spa CEO. 

 

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Episode Transcript

 
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Join the Aesthetic Marketing Seminar 2022

 

The Aesthetic Marketing Seminar is the premiere spa marketing event of the year taking place on May 16 + 17, 2022. You will learn the most relevant strategies and systems that today’s spa owners need to shift from biz chaos to Spa CEO.

 

CLICK HERE TO GET YOUR TICKET