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

What are their backgrounds? How and Why Magenta was founded What are the beliefs and cultures at Magenta. What kind of clients do they deal with and how do they work with them? What has gone well so far for a new company and what hasn’t gone so well? What are their thoughts about the future of financial planning What are key learning resources that they tap in to?