Fueling Deals

As CFO of Facet Wealth, Lisa Rapuano is an advisor focused on bringing holistic financial planning and investment management to the mass affluent market. They provide full planning through a dedicated CFP (TM) Professional to their clients at a low annual subscription price. Prior to Facet, Lisa spent 25 years managing money – first at Legg Mason for Bill Miller and then in her own hedge funds.What You Will Learn:How Lisa Rapuano got her start in the investment management fieldWhat Facet Wealth doesHow Facet partners with other RIAs to improve client experiencesThe two major types of deals that Facet Wealth facilitatesThe benefits of avoiding traditional structures of dealsDifferent ways that Facet Wealth works with advisors considering M&A activity on their ownThe evolution of wealth and investment management industriesHow to connect with Lisa Rapuano:Website: www.facetwealth.comTwitter: @lisarapuanoLinkedIn: https://www.linkedin.com/in/lisa-rapuano See acast.com/privacy for privacy and op