Video | How advisors can embrace the Third Wave of financial planning

February 20, 2019 by Kelton Corcoran

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.

“Reimagining the planning experience from top to bottom.”

At the recent T3 Advisor conference, Advicent CEO Angela Pecoraro sat down with Matt Ackermann of InvestmentNews for a conversation on the Third Wave of financial planning we have entered in 2019 and how advisors can embrace the new era.

Check out the full video below:

To learn more about the Third Wave of financial planning and how NaviPlan® will be preparing advisors for the new era in 2019, click here.

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