Kelton Corcoran is a senior content marketing specialist at NaviPlan, the financial planning technology provider of choice for more than 140,000 financial professionals.
“If you want to scale your practice, you must use technology to further your ability to provide advice to more people.”
At the 2019 MarketCounsel Summit, Advicent COO Anthony Stich caught up with InvestmentNews to discuss what financial advisors can do to stand out as the industry continues to become commoditized.
Watch the full video below:
Stay up to date with industry trends, thought leadership, and product news from Advicent by following us on Twitter and LinkedIn.