Anthony Stich chatting with Shannon Rosic at Advyzon

How to Create a Shockingly Good User Experience

While technology defines user experience in broad terms, financial advisors play a pivotal role in enriching this experience through every client interaction.

Tony Stich explains why investors from do-it-yourself enthusiasts to those who prefer a hands-off approach, seek validation in their financial decisions and want to feel empowered through a great client experience.

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Anthony Stich Departs MarketCounsel, Joins $5B RIA Moran Wealth Management

One year after joining MarketCounsel, the business and regulatory compliance consultancy to independent advisors, Anthony Stich has moved to Moran Wealth Management, a Naples, Fla.-based registered investment advisor with more than $5 billion in assets under management.

Stich, who was executive managing director at MarketCounsel, will serve as Moran’s chief marketing officer, overseeing the expansion of its digital marketing efforts and reach across new platforms and audiences, according to a statement. He connected with Moran via MarketCounsel, which has the RIA as a client.