Video | The third wave of financial planning

November 6, 2018 by Kelton Corcoran

about the author:

Kelton Corcoran

Content marketing specialist

Kelton Corcoran is a content marketing specialist at Advicent, the financial planning technology provider of choice for nearly 100,000 financial professionals.

“As financial planning and holistic planning continues to evolve, what can you do to stay ahead of the curve?”

At the recent 2018 T3 Enterprise Conference, Advicent COO Tony Stich caught up with InvestmentNews to discuss how consumers’ expectations of digital experiences are changing and why advisors embrace technology to remain competitive.

Check out the full video below:

 

Additionally, to learn how a major U.S. broker-dealer doubled their assets under management and reduced inefficiencies by implementing NaviPlan, click here.