Episode 17 – Entering the Third Wave of Financial Advice – with Tony Stich
Power Your Advice
English - August 21, 2020 22:00 - 26 minutes - 16.5 MBManagement Business Investing Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed
Tony Stich is the chief operating officer at Advicent (you may know him as “Mr. Purple”). After seeing a drastic increase in clients making updates to their financial plans during the COVID-19 pandemic, his company took the unprecedented step of making NaviPlan available for free. In this episode of Power Your Advice, Doug Heikkinen and … Continue reading Episode 17 – Entering the Third Wave of Financial Advice – with Tony Stich →