Kelton Corcoran is a senior content marketing specialist at NaviPlan, the financial planning technology provider of choice for more than 140,000 financial professionals.
Advicent COO Anthony Stich recently joined hosts Alex Cavalieri and Alison Tyler from CION Investments on The Advisor Lab podcast – a show created to help financial advisors gain insight and inspiration from thought leaders throughout the industry.
The episode touches on some of the biggest hurdles facing advisors in the current third wave of financial planning and beyond, and what they can do about it. The trio also discusses how advisors can leverage technology trends like big data to improve their client experience.
Listen to the full episode below:
The challenges facing clients around goal articulation and how planning technology is adapting to this shift:
The benefits of bringing in third parties to add validity to thought leadership content:
How behavioral finance has evolved over time and the role of the advisor in the process:
How the consumption of financial advice is changing to get advisors and clients more involved:
The technology that helps advisors be the primary source of information for their clients:
Subscribe to The Advisor Lab podcast:
Apple Podcasts, Spotify