video1.0<iframe src="https://www.loom.com/embed/5a9a23a71c094fe497fefb95f8b4aa52" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/5a9a23a71c094fe497fefb95f8b4aa52-00001.gif2274.84In today's show, we discuss the evolution of Planswell, a financial planning software company, from its inception in 2012 to its market expansion in Canada and the US. The speakers highlight the importance of trust in financial planning, the unique blend of software and human advisors, and the significant impact of effective client communication and training. They also emphasize the value of persistence and consistent behavior for long-term success and share insights on future technological advancements and community support