With the American Families Plan revealed, what steps should #FinancialAdvisors take following a new legislative proposal? Tom Burmeister and Anthony Stich 🏄‍♂️ #MrPurple discuss below ⬇️ Full episode 👉 advicentsolutions.com/the-planning-d…

Today, we are proud to announce that Advicent is now a part of InvestCloud Inc., the global leader in cloud-based financial digital solutions. Learn more:

With legislative and regulatory change increasingly common in #FinancialServices, what should advisors look for in their #FinTech solutions to be prepared for these shifts? Anthony Stich 🏄‍♂️ #MrPurple and Tom Burmeister explain below ⬇️ Catch the full episode 👉 advicentsolutions.com/the-planning-d…

🎙 Episode 6 of The Planning Desk Podcast is out now featuring Kristen Schmidt! 🎙 - How to build an exceptional client experience and service model - How #FinancialAdvisors can take action to improve the processes at their firm Listen or watch below: advicentsolutions.com/the-planning-d…

Just over here getting closer to launch w/ @Onrampinvest listening to all my favorites on The Planning Desk Podcast Anthony Stich 🏄‍♂️ #MrPurple Tyrone V. Ross Jr. Tom Burmeister

Case of the Mondays? The Planning Desk Podcast solves this. One of my fav episodes dropped last week as Tom Burmeister and I talk all things CX, tech, and more with Kristen of Kristen Schmidt. Super fun 😈 Give it a watch or listen, and lemme know what you think! youtube.com/watch?v=YZRJ7L…

“If you are able to see peer-to-peer (data) and ways to leap forward, you are more inclined do that – to take that action and work with an advisor.” - Anthony Stich 🏄‍♂️ #MrPurple on data’s role in financial wellness, via The Engines Powering Data-Driven Wealth webinar hosted by Craig Iskowitz

Data is driving the ability to create more meaningful and relevant products which is equally good for both the business and client. - Anthony Stich 🏄‍♂️ #MrPurple on how data leads to smarter product development, via The Engines Powering Data-Driven Wealth webinar hosted by Craig Iskowitz

All #FinancialAdvisors know how important a personalized client experience is, but where should the focus be when searching for improvements? Kristen Schmidt identifies two main areas: the client service model and client technology. Full episode: advicentsolutions.com/the-planning-d…

A firm's decision-making process on #FinTech and workflows will impact nearly every aspect of the business. Kristen Schmidt describes who should be involved and what to consider ⬇️ Catch the full episode: advicentsolutions.com/the-planning-d…

Really glad our producer captured the precise moment in which it appears I'm giving the bird to someone off camera. Should I have cropped this photo before sharing? Perhaps. Regardless, we shot one of our best The Planning Desk Podcast podcasts today with the one-and-only Michael Antonelli!

📈 Episode 7 of The Planning Desk Podcast is out now featuring Michael Antonelli! 📈 - Building a social brand - Translating market activity into digestible takeaways for investors - How #FinTech helps advisors and clients navigate the market Listen or watch below: advicentsolutions.com/the-planning-d…

So many great takeaways for advisors from Michael Antonelli, but this is one of our favorites. His response to Anthony Stich 🏄‍♂️ #MrPurple asking about advisors who fear they will lose the human element of #FinancialPlanning when embracing #FinTech ⬇️ Full episode: advicentsolutions.com/the-planning-d…

Volatility and accessibility have brought more attention to the market than ever before. Michael Antonelli gives an example of how to break down market topics into digestible takeaways for investors ⬇️ Full episode: advicentsolutions.com/the-planning-d…

The WP Readers' Choice Award for Service Provider of the Year goes to NaviPlan by InvestCloud. Congratulations! #WPAwardsCA