Video | How a decade of disruption could impact our practice

December 09, 2019 by Kelton Corcoran

About the author

Kelton Corcoran

Senior content marketing specialist

Kelton Corcoran is a senior content marketing specialist at NaviPlan, the financial planning technology provider of choice for more than 140,000 financial professionals.

“How can you be technologically there for your client or prospect whenever they desire it?”

Sitting down with Matt Ackermann of InvestmentNews at the recent Schwab IMPACT conference, Advicent COO Tony Stich discusses how firms can remain competitive in the next decade of FinTech disruption.

Watch the full video below:


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