How Julie Lord and Gretchen Betts teamed up to create a Financial Planning firm for the future
- What are their\xa0backgrounds?
- How and Why Magenta was founded
- What are the beliefs and cultures at Magenta.
- What kind of clients do they\xa0deal with and how do they\xa0work with them?
- What has gone well so far for a new company and what hasn\u2019t gone so well?
- What are their\xa0thoughts about the future of financial planning
- What are key learning resources that they\xa0tap in to?