about the author:
Kelton Corcoran
Senior content marketing specialist
Kelton Corcoran is a senior content marketing specialist at Advicent, the financial planning technology provider of choice for nearly 100,000 financial professionals.
October 15, 2020 by Kelton Corcoran
about the author:
Kelton Corcoran is a senior content marketing specialist at Advicent, the financial planning technology provider of choice for nearly 100,000 financial professionals.
On the latest episode of the Modern Financial Advisor podcast, Advicent COO Tony Stich joins host Mike Langford to discuss the evolution of the financial planning practice, how FinTech can be employed to help advisors serve clients at scale, and what the future of the industry may look like.
Check out the video version of the podcast and listen to the episode below:
Now through 2021, access the NaviPlan client portal for free to remotely connect with your clients and deliver an engaging planning experience. Click here to learn more.
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