Bi-weekly podcast covering all things FinTech and financial planning. Hosted by Anthony Stich and Tom Burmeister of NaviPlan.
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On this episode of The Planning Desk podcast, Tony and Tom review listener feedback from Episode 1, detail how to retain strong client relationships in the remote world, and explain why advisors need to pay attention to the rising popularity of alternative investments.
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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.