Episode 17 – Entering the Third Wave of Financial Advice – with Tony Stich

21/08/2020 26 min
Episode 17 –  Entering the Third Wave of Financial Advice – with Tony Stich

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Episode Synopsis

Tony Stich is the chief operating officer at Advicent (you may know him as “Mr. Purple”). After seeing a drastic increase in clients making updates to their financial plans during the COVID-19 pandemic, his company took the unprecedented step of making NaviPlan available for free. In this episode of Power Your Advice, Doug Heikkinen and … Continue reading Episode 17 – Entering the Third Wave of Financial Advice – with Tony Stich →

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