Bi-weekly podcast covering all things FinTech and financial planning. Hosted by Anthony Stich and Tom Burmeister of NaviPlan by InvestCloud.

Latest episodes of the podcast The Planning Desk

• Navigating the market with Michael Antonelli
• Building a meaningful client experience with Kristen Schmidt
• Staying prepared for industry shifts
• Transforming client-advisor meetings with Corey Westphal
• Crypto 101 for advisors with Tyrone Ross Jr.
• Remote client relationships, alternative investments
• Introductions, meme stocks, 2021 FinTech conferences