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

Modern Financial Advisor
15/10/2020 47 min

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Episode Synopsis


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.

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