Customer service may be stuck in the past, but finance doesn’t have to be. In this episode, Michelle Loret de Mola and Dev Patnaik talk with Anders Jones, CEO and co-founder of Facet, a fintech company shaking up the traditional wealth management model. Facet’s subscription-based service brings affordable, high-quality financial advice to the mass affluent—those with too much complexity for DIY but too little to interest legacy firms. Anders shares how his personal and professional journeys led to a new model of service delivery, how AI is augmenting (not replacing) the human advisor, and why success meant questioning industry norms like commission models and asset-based fees. The conversation dives deep into financial democratization, the gritty realities of cost structure innovation, and the surprising role moms played in sparking this movement. If you’ve ever felt like financial advice wasn’t made for people like you, this episode is for you.

#FutureOfFinance #FinTech #innovation #strategy #Disruption

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The Jump Podcast

The Jump Podcast features Dev Patnaik in dialogue with Michelle Loret de Mola. This is the conversation for future-focused leaders thinking about strategy, culture and leadership. The world is crazy. Everything seems to be changing, and not always in a good way. Today, business leaders are struggling to figure out avoid becoming the next Kodak, Blackberry or Blockbuster. But fear not, dear listener. Things can get better. People can do better. And the world can be better.

Jump Associates

Jump is the world’s leading independent strategy and innovation firm. We work with the world’s most admired companies on their most important growth challenges. Using a future focused approach to strategy, we’ve helped these firms to grow their businesses in times of change.

Reinventing Financial Services: A Conversation with Anders Jones

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