Embracing The Third Wave of Financial Planning

Anthony Stich is The Authority

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 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.

Eligible for 1 hour of CE credit

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