Bi-weekly podcast covering all things FinTech and financial planning. Hosted by Anthony Stich and Tom Burmeister of NaviPlan.
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Introducing The Planning Desk, a bi-weekly podcast covering all things FinTech and financial planning. Hosts Anthony Stich and Tom Burmeister will provide colorful commentary on the latest FinTech news, discuss actionable practice management tips for advisors, and welcome guest experts from across the finance industry.
In this episode, Tony and Tom introduce themselves and the show, discuss how advisors should manage clients during the recent meme stock frenzy, and what FinTech conferences advisors should have their eyes on in 2021.
Listen to the episode below or watch for the full experience:
New episodes of The Planning Desk release every other Wednesday and are available on your podcast platform of choice. Click here to subscribe to the show.
Stay up-to-date with the show by following @ThePlanningDesk along with hosts @anthonystich and @BurmeisterTom on Twitter.