Video | The changing expectations of financial planning

February 27, 2020 by Kelton Corcoran

Anthony Stich at the 2020 T3 Advisor conference

about the author:

Kelton Corcoran

Content marketing specialist

Kelton Corcoran is a content marketing specialist at Advicent, the financial planning technology provider of choice for nearly 100,000 financial professionals.

"We see a lot of advisors that don't have the process in place to correctly not only develop financial plans but also monetize them."

Catching up with InvestmentNews at the 2020 T3 Advisor conference, Advicent COO Anthony Stich makes the case for advisors to be more comfortable charging for financial planning services.

Watch the full video below:



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