Bi-weekly podcast covering all things FinTech and financial planning. Hosted by Anthony Stich and Tom Burmeister of NaviPlan by Advicent.
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Kristen Schmidt of RIA Oasis joins to discuss her journey, how to build an exceptional client experience and service model, and how advisors can take action to improve the processes at their firm.
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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.