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Tony Stich of Advicent NaviPlan on The Evolution and Future of Financial Planning

Mike Langford
Oct 15, 2020

Sometimes it's easy to take for granted how big of a role technology plays in a financial advisor's ability to serve his or her clients. While we occasionally wax nostalgic for "simpler times" there are very few of us who would go back to doing business the way we did back in the 1990's or even the early 2000s.

In this episode of The Modern Financial Advisor Podcast, Tony Stich, the Chief Operating Officer of Advicent NaviPlan joins me for an expansive conversation about how financial planning technology has evolved and how technology, more broadly, will help us serve the clients of the future.

HubSpot Video

As I mentioned in the preview video above, you can watch the entire episode of the podcast on YouTube as well. The video is embedded below for your convenience. Make sure you subscribe to the Truelytics YouTube channel!

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Audio Stream

Resources Related to this Episode:

Technology plays a huge role for the modern financial advisory business. Below are a few resources that highlight how individual advisors and firms are leveraging technology: 

If you have any questions, comments, or even ideas for new episodes, feel free to reach out. If you like what you hear, make sure to subscribe to one of our channels listed above.

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