Power Your Advice
Episode 17 – Entering the Third Wave of Financial Advice – with Tony Stich
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 →