Video | The changing expectations of financial planning

February 27, 2020 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.

"We see a lot of advisors that don't have the process in place to correctly not only develop financial plans but also monetize them."

Catching up with InvestmentNews at the 2020 T3 Advisor conference, Advicent COO Anthony Stich makes the case for advisors to be more comfortable charging for financial planning services.

Watch the full video below:


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