Articles by Robert Gunther

About the author:

Robert Gunther

Account executive

Robert Gunther is an account executive at Advicent, the financial planning technology provider of choice for nearly 100,000 financial professionals.

What is scalable planning and why is it important?

The financial industry is a complex business to be a part of. The needs of clients and the subsequent services provided by advisors can vary drastically on a case by case basis. Lately, we have seen a rising need for a more “flexible” and “scalable” financial planning tool, but what does that really mean?

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