NaviPlan Prepares Advisors for the Third Wave of Financial Planning

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  • 04 mins 52 secs
Financial planning technology has long since evolved from spreadsheets and printed reports. However, a firm’s planning methodology can often remain heavily dictated by the software they use and the historically rigid cash-flow or goals-based models that these tools support. Advicent COO Anthony Stich explains how firm strategies, advisor workflows, and client expectations have evolved over the past ten years and how the next wave of financial planning practices will ultimately return greater financial planning autonomy to advisors.

Channel

WealthTech