Embrace The Third Wave Of Financial Planning

About Anthony Stich

Anthony Stich has one goal: to develop a team of exceptional customer experience leaders across the globe, empowering them with the latest industry-leading methodologies in strategic planning, customer success, and business development to successfully grow Advicent, the leading provider of SaaS technology solutions for the financial services industry, into a global brand. Published in numerous global outlets including the Journal of Financial Planning, Wealthmanagement.com, Investopedia, and bobsguide as well as being featured on Reuters, FinTech TV, Financial Advisor IQ, Asset TV, and Bank Bosun, Anthony has swiftly become a thought leader in the FinTech space, providing compelling statistics, a thought-provoking perspective, and much-needed humor in a rapidly-changing industry.

About Advicent

Advicent, the provider of NaviPlan, is the financial planning technology partner of choice for over 140,000 financial professionals across over 3,000 firms worldwide, including four of the top five custodians, 24 of the top 25 broker-dealers, seven of the top 10 North American banks, and the top four global insurance companies. Our decades of experience empower Advicent to create scalable financial planning software; compliance workflow management solutions; fully branded client experiences through industry-leading APIs; and superior cash flow and goal-based calculations. Advicent products are designed to satisfy the needs of every investor and are used in firms of all sizes. Through our innovative product capabilities and dedicated services, we help thousands of financial professionals and their clients understand and impact their financial future. To learn more about Advicent and how our solutions can help your firm, please visit www.advicent.com, or follow us on Twitter and/or LinkedIn.

Summary

Technology has always been essential to financial advisors’ ability to gather, analyze and simulate data. It continues to revolutionize financial planning and the ways in which financial advisors serve and delight their clients today. Join Anthony Stich, Chief Operating Officer of Advicent, as he discusses the history of financial planning, how the COVID-19 pandemic has completely changed the financial advisor service model, and the role technology can play in driving your practice to be more profitable, more efficient, and more prepared to deliver a stunning client experience.

Accepted for 1 hour of CFP/CIMA CE credit