Kelton Corcoran is a senior content marketing specialist at NaviPlan, the financial planning technology provider of choice for more than 140,000 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:
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