Video | Planning on data

May 23, 2019 by Adam Ballent

About the author

Adam Ballent

Associate business analyst

As an Associate Business Analyst, Adam leverages his customer support experience to ensure that Advicent’s technology truly meets the needs and wants of advisors everywhere. A graduate of Marquette University, he currently resides in Milwaukee.

“Our goal is to bring the data to the people, not bring the people to the data.”

There is no shortage of market data and scenario analysis for advisors to leverage in optimizing any given client's investment portfolio. But what sort of data sources are advisors leveraging to define the client's financial goals themselves? As fee-based services like financial planning gain greater adoption throughout the marketplace, data sources that can inform expenses – such as healthcare or education – will play an increasingly integral role in the success of individual plans.

In this video, Advicent senior product director Paul Raisanen discusses how advisors can navigate this new world.

Check out the full video below:

To learn more about how NaviPlan® helps advisors navigate the new wave of the financial planning practice, click here.