.@ThePlanningDesk is returning from our break soon!
In the meantime, catch up on previous episodes featuring more incredible guests including @TR401, @MobileAssistant, and @RIAOasis!
advicentsolutions.com/en-us/the-plan…
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The Planning Desk Podcast
51 posts
The Planning Desk Podcast
@ThePlanningDesk
Bi-weekly podcast covering all things #FinTech and #FinancialPlanning. Hosted by @anthonystich and @BurmeisterTom of @NaviPlan.
Katılım Aralık 2020
75 Takip Edilen105 Takipçiler
.@BullandBaird details his digital content strategy and how #FinancialAdvisors can cater their communications to hit home for clients.
If you haven't yet, check out the full episode: advicentsolutions.com/en-us/the-plan…
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The Planning Desk Podcast retweetledi
The WP Readers' Choice Award for Service Provider of the Year goes to @NaviPlan. Congratulations! #WPAwardsCA
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Volatility and accessibility have brought more attention to the market than ever before.
@BullandBaird gives an example of how to break down market topics into digestible takeaways for investors ⬇️
Full episode: advicentsolutions.com/the-planning-d…
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@_JeremyGoldberg @BullandBaird Thanks for tuning in! 🥩💯
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Pairing my double steak breakfast with some @BullandBaird
A great listen on the human elements of advising and investing
“What are the things hurting your performance the most? Is it the news, or is it how you are reacting to the news?”
The Planning Desk Podcast@ThePlanningDesk
So many great takeaways for advisors from @BullandBaird, but this is one of our favorites. His response to @anthonystich asking about advisors who fear they will lose the human element of #FinancialPlanning when embracing #FinTech ⬇️ Full episode: advicentsolutions.com/the-planning-d…
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So many great takeaways for advisors from @BullandBaird, but this is one of our favorites.
His response to @anthonystich asking about advisors who fear they will lose the human element of #FinancialPlanning when embracing #FinTech ⬇️
Full episode: advicentsolutions.com/the-planning-d…
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📈 Episode 7 of @ThePlanningDesk is out now featuring @BullandBaird! 📈
- Building a social brand
- Translating market activity into digestible takeaways for investors
- How #FinTech helps advisors and clients navigate the market
Listen or watch below: advicentsolutions.com/the-planning-d…
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The Planning Desk Podcast retweetledi
Really glad our producer captured the precise moment in which it appears I'm giving the bird to someone off camera.
Should I have cropped this photo before sharing? Perhaps.
Regardless, we shot one of our best @ThePlanningDesk podcasts today with the one-and-only @BullandBaird!
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A firm's decision-making process on #FinTech and workflows will impact nearly every aspect of the business.
@RIAOasis describes who should be involved and what to consider ⬇️
Catch the full episode: advicentsolutions.com/the-planning-d…
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All #FinancialAdvisors know how important a personalized client experience is, but where should the focus be when searching for improvements?
@RIAOasis identifies two main areas: the client service model and client technology.
Full episode: advicentsolutions.com/the-planning-d…
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Data is driving the ability to create more meaningful and relevant products which is equally good for both the business and client.
- @anthonystich on how data leads to smarter product development, via The Engines Powering Data-Driven Wealth webinar hosted by @craigiskowitz
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“If you are able to see peer-to-peer (data) and ways to leap forward, you are more inclined do that – to take that action and work with an advisor.”
- @anthonystich on data’s role in financial wellness, via The Engines Powering Data-Driven Wealth webinar hosted by @craigiskowitz
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Still time to join for the rest of the discussion!
Register now: ezragroupllc.com/the-engines-po…
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"By leveraging client data and understanding the client … you create a level of empathy that they (the client) haven’t seen before."
- @anthonystich on leveraging milestone data in client interactions, via The Engines Powering Data-Driven Wealth webinar hosted by @craigiskowitz
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The Planning Desk Podcast retweetledi
Case of the Mondays? @ThePlanningDesk solves this.
One of my fav episodes dropped last week as @BurmeisterTom and I talk all things CX, tech, and more with Kristen of @RIAOasis.
Super fun 😈 Give it a watch or listen, and lemme know what you think!
youtube.com/watch?v=YZRJ7L…
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@lindgren_zach Thanks for tuning in Zach, cheers! 🍻
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Great episode on client experience/Tech Stack selection and implementation. I’ve got Spotted Cow at my house since my wife is from Wisconsin. Great beer!
The Planning Desk Podcast@ThePlanningDesk
🎙 Episode 6 of @ThePlanningDesk is out now featuring @RIAOasis! 🎙 - How to build an exceptional client experience and service model - How #FinancialAdvisors can take action to improve the processes at their firm Listen or watch below: advicentsolutions.com/the-planning-d…
Kansas City, MO 🇺🇸 English
The Planning Desk Podcast retweetledi
Just over here getting closer to launch w/ @Onrampinvest listening to all my favorites on @ThePlanningDesk
@anthonystich @TR401 @BurmeisterTom
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🎙 Episode 6 of @ThePlanningDesk is out now featuring @RIAOasis! 🎙
- How to build an exceptional client experience and service model
- How #FinancialAdvisors can take action to improve the processes at their firm
Listen or watch below: advicentsolutions.com/the-planning-d…
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With legislative and regulatory change increasingly common in #FinancialServices, what should advisors look for in their #FinTech solutions to be prepared for these shifts?
@anthonystich and @BurmeisterTom explain below ⬇️
Catch the full episode 👉 advicentsolutions.com/the-planning-d…
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The Planning Desk Podcast retweetledi
Today, we are proud to announce that Advicent is now a part of @InvestCloud, the global leader in cloud-based financial digital solutions.
Learn more:
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