Episode 46 - Tony Stich of Advicent NaviPlan on the Evolution and Future of Financial Planning

from Modern Financial Advisor · host Truelytics

Tony Stich, COO of Advicent NaviPlan joins Mike Langford for an expansive conversation about the evolution and future of financial planning. Tony and Mike also explore how technology will be employed to allow financial advisors to serve clients at scale during the coming wave of advisor transition.

Episode metadata supplied by the publisher feed · Published Oct 15, 2020

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Episode 46 - Tony Stich of Advicent NaviPlan on the Evolution and Future of Financial Planning

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This episode is 47 minutes long.

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This episode was published on October 15, 2020.

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