The Planning Desk

Michael Antonelli of Baird joins to talk his approach to building a social brand, how to translate market topics into digestible takeaways for investors, and how FinTech helps advisors and clients navigate the ever-changing market.

Kristen Schmidt of RIA Oasis joins to discuss her journey, how to build an exceptional client experience and service model, and how advisors can take action to improve the processes at their firm.

With a tax proposal from the new administration revealed, what should advisors be doing to educate themselves and their clients amid legislative and regulatory shifts common in the industry? How can FinTech help during times of change?

Corey Westphal of MobileAssistant joins to discuss the practice management challenges facing advisors across efficiency, FinTech adoption, compliance, and more; how MobileAssistant is transforming client-advisor meetings; and demo the MobileAssistant solution in a new segment “You Got 5”.

Tyrone Ross Jr. of Onramp Invest joins to discuss what advisors need to know about cryptocurrency in the segment “No Dumb Questions”, why it’s important for firms to embrace alternative investments, and the technology that helps advisors serve clients regarding crypto.

Now one year into the pandemic, how can advisors retain strong client relationships in the remote world? Why do advisors need to pay attention to the rising popularity of alternative investments?

Introducing The Planning Desk podcast and hosts Anthony Stich and Tom Burmeister of NaviPlan by Advicent. How should advisors manage clients during the meme stock frenzy? What FinTech conferences should advisors have their eyes on in 2021?