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.
