Episode 46 - Tony Stich of Advicent NaviPlan on the Evolution and Future of Financial Planning
Modern Financial Advisor · Truelytics
October 15, 202047m 42s
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Show Notes
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.