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