Katelyn strives to deliver high-quality educational content to advisors in the financial services industry. She enjoys collaborating with all departments to showcase the thought leadership through the organization and leverage the knowledge and expertise of the Advicent team. Katelyn hopes to empower advisors with tools to boost their marketing efforts through content marketing and technology.
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Whitepaper | How to determine the best FinTech solutions for your planning process
Financial planning as we know it is changing rapidly, and the most successful financial planners realize the importance of technology to their growth and client satisfaction. With so many FinTech solutions and vendors in the market today, how can you know which are the most fitting for your organizations and workflows?
Download our free whitepaper to ensure you are thoroughly evaluating prospective FinTech vendors to meet all the needs of you and your clients.