About the author:
Brian started his career working for a large insurance and investment company located in Milwaukee, WI, where he was one of the top financial representative interns in the country.
At Advicent, we believe everyone deserves a financial plan, and we provide technology that enables advisors to bring their financial planning practice into The Digital Revolution with state-of-the-art tools.
Many Americans may be hesitant to reach out to seek the aid of a financial advisor. This is not necessarily a reflection of the advisor, but rather a byproduct of commonplace misconceptions about financial planning.
NaviPlan is an unparalleled planning tool, and its power comes from the ability to create multiple plans to compare side by side with different outcomes and events in each plan.
With recent events like the huge Equifax and Home Depot cyberattacks, cybersecurity has moved to the top of everyone’s priority list, including regulatory firms like FINRA and the OCIE.
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