The Planning Desk

The Planning Desk

Por: Anthony Stich, Tom Burmeister
Bi-weekly podcast covering all things FinTech and financial planning. Hosted by Anthony Stich and Tom Burmeister of NaviPlan by InvestCloud.
7 episodios disponibles

Latest episodes of the podcast The Planning Desk

Navigating the market with Michael Antonelli 26/05/2021
Building a meaningful client experience with Kristen Schmidt 12/05/2021
Staying prepared for industry shifts 30/04/2021
Transforming client-advisor meetings with Corey Westphal 14/04/2021
Crypto 101 for advisors with Tyrone Ross Jr. 31/03/2021
Remote client relationships, alternative investments 17/03/2021
Introductions, meme stocks, 2021 FinTech conferences 03/03/2021
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