The Planning Desk: Recent Episodes
Anthony Stich, Tom Burmeister
Bi-weekly podcast covering all things FinTech and financial planning. Hosted by Anthony Stich and Tom Burmeister of NaviPlan by InvestCloud.
Michael Antonelli of Baird joins to talk his approach to building a social brand (7:53 - 16:06), how to translate market topics into digestible takeaways for investors (16:07 - 25:30), and how FinTech helps advisors and clients navigate the ever-changing market (25:37 - 43:52). Follow Michael and his insights: https://twitter.com/BullandBaird (https://twitter.com/BullandBaird) https://blog.rwbaird.com/ (https://blog.rwbaird.com) Stay up to date with the show, Tony, and Tom on Twitter: https://twitter.com/ThePlanningDesk (https://twitter.com/ThePlanningDesk) https://twitter.com/anthonystich (https://twitter.com/anthonystich) https://twitter.com/BurmeisterTom (https://twitter.com/BurmeisterTom)
Kristen Schmidt of RIA Oasis joins to discuss her journey, how to build an exceptional client experience and service model (7:21 - 26:22), and how advisors can take action to improve the processes at their firm (26:29 - 48:12). Learn more about Kristen and RIA Oasis: https://twitter.com/RIAOasis (https://twitter.com/RIAOasis) https://riaoasis.com/ (https://riaoasis.com) Stay up to date with the show, Tony, and Tom on Twitter: https://twitter.com/ThePlanningDesk (https://twitter.com/ThePlanningDesk) https://twitter.com/anthonystich (https://twitter.com/anthonystich) https://twitter.com/BurmeisterTom (https://twitter.com/BurmeisterTom)
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? (3:58 - 17:56) How can FinTech help during times of change? (18:04 - 32:11)
Stay up to date with the show, Tony, and Tom on Twitter: https://twitter.com/ThePlanningDesk (https://twitter.com/ThePlanningDesk) https://twitter.com/anthonystich (https://twitter.com/anthonystich) https://twitter.com/BurmeisterTom (https://twitter.com/BurmeisterTom)
Corey Westphal of MobileAssistant joins to discuss the practice management challenges facing advisors across efficiency, FinTech adoption, compliance, and more (6:14 - 21:48); how MobileAssistant is transforming client-advisor meetings (21:54 - 36:55); and demo the MobileAssistant solution in a new segment “You Got 5” (37:02 - 42:58). Follow and learn more about MobileAssistant: https://twitter.com/MobileAssistant (https://twitter.com/MobileAssistant) https://mobileassistant.us/ (https://mobileassistant.us) Stay up to date with the show, Tony, and Tom on Twitter: https://twitter.com/ThePlanningDesk (https://twitter.com/ThePlanningDesk) https://twitter.com/anthonystich (https://twitter.com/anthonystich) https://twitter.com/BurmeisterTom (https://twitter.com/BurmeisterTom)
Tyrone Ross Jr. of Onramp Invest joins to discuss what advisors need to know about cryptocurrency in the segment “No Dumb Questions” (4:10 - 15:28), why it’s important for firms to embrace alternative investments (15:34 - 39:25), and the technology that helps advisors serve clients regarding crypto (39:30 - 52:43).
Follow Tyrone and learn more about Onramp Invest: https://twitter.com/TR401 (https://twitter.com/TR401) https://www.onrampinvest.com/ (https://www.onrampinvest.com) Stay up to date with the show, Tony, and Tom on Twitter: https://twitter.com/ThePlanningDesk (https://twitter.com/ThePlanningDesk) https://twitter.com/anthonystich (https://twitter.com/anthonystich) https://twitter.com/BurmeisterTom (https://twitter.com/BurmeisterTom)
Now one year into the pandemic, how can advisors retain strong client relationships in the remote world? (04:33 - 15:35) Why do advisors need to pay attention to the rising popularity of alternative investments? (15:44 - 25:35) --- Stay up to date with the show, Tony, and Tom on Twitter: https://twitter.com/ThePlanningDesk (@ThePlanningDesk) https://twitter.com/anthonystich (@anthonystich) https://twitter.com/BurmeisterTom (@BurmeisterTom)
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? (00:33) – Why another FinTech podcast and what should listeners expect? (03:50) – How should advisors manage clients during the meme stock frenzy? (13:45) – What FinTech conferences should advisors have their eyes on in 2021?
Stay up to date with the show, Tony, and Tom on Twitter: https://twitter.com/ThePlanningDesk (@ThePlanningDesk) https://twitter.com/anthonystich (@anthonystich) https://twitter.com/BurmeisterTom (@BurmeisterTom)