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Modern Financial Advisor

Modern Financial Advisor

Business

Episode 46 - Tony Stich of Advicent NaviPlan on the Evolution and Future of Financial Planning

Episode 46 - Tony Stich of Advicent NaviPlan on the Evolution and Future of Financial Planning

2020-10-15
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Tony Stich, COO of Advicent NaviPlan joins Mike Langford for an expansive conversation about the evolution and future of financial planning. Tony and Mike also explore how technology will be employed to allow financial advisors to serve clients at scale during the coming wave of advisor transition.

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