As vice president of financial planning, Tom is an integral contributor to the strategic vision around our financial planning initiatives. Additionally, he is critically involved in all partner interactions, thought leadership contributions, and internal training programs.
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Financial planning technology has long since evolved from spreadsheets and printed reports. However, a firm’s planning methodology can still remain heavily dictated by the planning software used and the historically rigid cash flow or goals-based planning models that these tools support.
In this recent webinar with Wealth Professional, learn how firm strategies, advisor workflows, and client expectations have evolved over the past 10 years and how the next wave of the financial planning practice will ultimately return greater autonomy to advisors and clients alike.
To learn how NaviPlan® helps prepare advisors for this new era of financial planning, click here >