• Episode 7: Take Responsibility for Being Heard with Pablo Seto

  • Oct 11 2022
  • Length: 33 mins
  • Podcast

Episode 7: Take Responsibility for Being Heard with Pablo Seto

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  • Summary

  • Hear from Pablo Seto, who has 15 years of experience in commercial banking and wealth management and is an expert in mindfulness.

    Planswell is reshaping the advisor-client relationship with client-led planning software and delivering exclusive prospective households every month to advisors. Planswell also offers world-class training and support for financial advisors.

    If you're a Financial Advisor and are interested in 10+ new prospective households each month, with over $300k in average AUM, and over $120k in average household income, check out Planswell.
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