Articles by Allison Sobek

About the author:

Allison Sobek

Business development representative

Combining a passion for FinTech and a degree in economics from Miami University, Allison strives to share the value Advicent brings to companies throughout the financial industry.

3 benefits of having a centralized planning process

Advisors have their time maxed out by trying to capture new business, meet the needs of existing clients, and dealing with the disruption of DOL fiduciary rule. Advisors do not have the ability to spend a significant amount of time on planning processes.

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