Financial Education & Building for the Self-Directed Investor with Amberly Jones, Head of Growth at Frec

Send us a text Direct indexing. Tax-loss harvesting. Capital gains strategy. Sounds niche, right? Not anymore. In this episode, Amberly Jones, Head of Growth at Frec, breaks down how they’re making a traditionally exclusive wealth strategy—direct indexing—accessible to a wider audience. From tackling financial education to layering in a light-touch sales team (yep, in a FinTech!), Amberly shares how her team is building trust, scaling sustainably, and carving out a space in a seriously crowde...