Episode 35: Strategic Partnerships in Wealth Management, with Lisa Rapuano

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 field
• What Facet Wealth does
• How Facet partners with other RIAs to improve client experiences
• The two major types of deals that Facet Wealth facilitates
• The benefits of avoiding traditional structures of deals
• Different ways that Facet Wealth works with advisors considering M&A activity on their own
• The evolution of wealth and investment management industries

How to connect with Lisa Rapuano:

• Website: www.facetwealth.com
• Twitter: @lisarapuano
• LinkedIn: https://www.linkedin.com/in/lisa-rapuano