Advicent vice president of financial planning Tom Burmeister recently moderated a financial planning-focused press roundtable hosted by public relations agency JConnelly. In the session, titled “The Shifting Paradigm of Financial Planning,” Tom facilitates a discussion with financial advisors and industry experts Bryan Kirk of Fiduciary Trust International, Stuart Riemer of Treasury Partners at HighTower, and Ken Van Leeuwen of Van Leeuwen & Company.
Topics discussed include the various types of financial situations faced by clients as a result of the pandemic, ways to approach market volatility with investors, the FinTech strategies firms can adopt to better serve their clients, and more.
Watch the full roundtable discussion below:
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