Video | NaviPlan prepares advisors for the Third Wave of financial planning

February 13, 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.

“Empowering advisors to provide better, more sophisticated advice, simply.”

Financial planning technology has long since evolved from spreadsheets and printed reports. However, a firm’s planning methodology can often remain heavily dictated by the software they use and the historically rigid cash-flow or goals-based models that these tools support.

Advicent COO Anthony Stich explains how firm strategies, advisor workflows, and client expectations have evolved over the past ten years and how the next wave of financial planning practices will ultimately return greater financial planning autonomy to advisors.

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.

Sign up for the
Advicent newsletter