Kelton Corcoran is a senior content marketing specialist at NaviPlan, the financial planning technology provider of choice for more than 140,000 financial professionals.
Advicent COO Anthony Stich recently joined industry expert Jamie Hopkins on his Framework podcast to discuss his entry into the financial services space, how the robo-advisor disruption has impacted the industry, and a variety of practice management and planning topics relevant for financial advisors.
Listen to the full episode below:
In this whitepaper, learn how FinTech can be implemented to solve the biggest pain points facing advisors in the areas of client engagement, advice delivery, and scaling advice complexity.