Michael Antonelli of Baird joins to talk his approach to building a social brand, how to translate market topics into digestible takeaways for investors, and how FinTech helps advisors and clients navigate the ever-changing market.

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May 26, 2021

Kristen Schmidt of RIA Oasis joins to discuss her journey, how to build an exceptional client experience and service model, and how advisors can take action to improve the processes at their firm.

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May 12, 2021

With a tax proposal from the new administration revealed, what should advisors be doing to educate themselves and their clients amid legislative and regulatory shifts common in the industry? How can FinTech help during times of change?

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April 30, 2021

Corey Westphal of Mobile Assistant joins The Planning Desk to discuss the practice management challenges facing advisors across efficiency, FinTech adoption, compliance, and more; how MobileAssistant is transforming client-advisor meetings; and demo the MobileAssistant solution in a new segment “You Got 5”.

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April 14, 2021

Now one year into the pandemic, how can advisors retain strong client relationships in the remote world? Why do advisors need to pay attention to the rising popularity of alternative investments?

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March 31, 2021

Now one year into the pandemic, how can advisors retain strong client relationships in the remote world? Why do advisors need to pay attention to the rising popularity of alternative investments?

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March 17, 2021

Introducing The Planning Desk podcast and hosts Anthony Stich and Tom Burmeister. How should advisors manage clients during the meme stock frenzy? What FinTech conferences should advisors have their eyes on in 2021?

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March 03, 2021