Kelton Corcoran is a senior content marketing specialist at NaviPlan, the financial planning technology provider of choice for more than 140,000 financial professionals.
We are excited to share that the debut episode of Iris.xyz’s new video series The Authority is now available, featuring Advicent COO Anthony Stich as the premiere speaker.
The Authority is designed to deliver advanced education topics and the latest insights of industry experts to financial advisors in an engaging format. Additionally, advisors can receive one hour of CFP/CIMA CE credit for registering to view this episode of The Authority.
In the episode, titled ‘Embrace The Third Wave Of Financial Planning,’ Tony discusses the history of financial planning, how the COVID-19 pandemic has completely changed the financial advisor service model, and the role technology can play in driving your practice to be more profitable, more efficient, and more prepared to deliver a stunning client experience.
Click below to register and view the debut episode of The Authority:
In this whitepaper, learn how FinTech can be implemented to solve the biggest pain points facing advisors in the areas of client engagement, advice delivery, and scaling advice complexity.