Kelton Corcoran is a senior content marketing specialist at NaviPlan, the financial planning technology provider of choice for more than 140,000 financial professionals.
On the latest episode of the Power Your Advice podcast presented by Iris.xyz, Advicent COO Anthony Stich joins FinTech industry expert and host Doug Heikkinen to discuss the impact of COVID-19 on the financial services industry, how client expectations are changing in the third wave of financial planning, and how Advicent fits into the picture.
Listen to the full episode below:
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