<![CDATA[The Planning Desk]]>Mon, 16 Jan 2023 15:09:46 +0000Captivate.fmAnthony Stich, Tom Burmeisterhttps://artwork.captivate.fm/bb828ef1-029f-41fb-bf7e-2eba622af8c2/st4RoeRUuxofJlHw9IyVvjK-.jpgThe Planning DeskAnthony Stich, Tom BurmeisterAnthony Stich, Tom BurmeisterBi-weekly podcast covering all things FinTech and financial planning. Hosted by Anthony Stich and Tom Burmeister of NaviPlan by InvestCloud.https://www.advicentsolutions.com/the-planning-desk-podcastnoepisodicNavigating the market with Michael AntonelliNavigating the market with Michael AntonelliMichael 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://blog.rwbaird.com

Stay up to date with the show, Tony, and Tom on Twitter:

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]]>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://blog.rwbaird.com

Stay up to date with the show, Tony, and Tom on Twitter:

https://twitter.com/ThePlanningDesk

https://twitter.com/anthonystich

https://twitter.com/BurmeisterTom

]]>082c2c10-48b6-4984-ae11-08db3ce0a05dWed, 26 May 2021 08:45:00 -060045:44nofull7Michael 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.Anthony Stich, Tom BurmeisterBuilding a meaningful client experience with Kristen SchmidtBuilding a meaningful client experience with Kristen SchmidtKristen 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://riaoasis.com

Stay up to date with the show, Tony, and Tom on Twitter:

https://twitter.com/ThePlanningDesk

https://twitter.com/anthonystich

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://riaoasis.com

Stay up to date with the show, Tony, and Tom on Twitter:

https://twitter.com/ThePlanningDesk

https://twitter.com/anthonystich

https://twitter.com/BurmeisterTom

]]>e9f3441c-73b4-41e0-940e-110d52b21475Wed, 12 May 2021 08:30:00 -060049:29nofull6Kristen 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.Anthony Stich, Tom BurmeisterStaying prepared for industry shiftsStaying prepared for industry shiftsWith 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)

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Stay up to date with the show, Tony, and Tom on Twitter:

https://twitter.com/ThePlanningDesk

https://twitter.com/anthonystich

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)

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Stay up to date with the show, Tony, and Tom on Twitter:

https://twitter.com/ThePlanningDesk

https://twitter.com/anthonystich

https://twitter.com/BurmeisterTom

]]>9479e355-51c3-479f-9024-c89adc848abaFri, 30 Apr 2021 06:00:00 -060033:11nofull5With 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?Anthony Stich, Tom BurmeisterTransforming client-advisor meetings with Corey WestphalTransforming client-advisor meetings with Corey WestphalCorey 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://mobileassistant.us

Stay up to date with the show, Tony, and Tom on Twitter:

https://twitter.com/ThePlanningDesk

https://twitter.com/anthonystich

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://mobileassistant.us

Stay up to date with the show, Tony, and Tom on Twitter:

https://twitter.com/ThePlanningDesk

https://twitter.com/anthonystich

https://twitter.com/BurmeisterTom

]]>f184e0b8-cdf9-4032-8df9-93a7a1ac3002Wed, 14 Apr 2021 10:00:00 -060044:56nofull4Corey 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”.Anthony Stich, Tom BurmeisterCrypto 101 for advisors with Tyrone Ross Jr.Crypto 101 for advisors with Tyrone Ross Jr.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).

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Follow Tyrone and learn more about Onramp Invest:

https://twitter.com/TR401

https://www.onrampinvest.com

Stay up to date with the show, Tony, and Tom on Twitter:

https://twitter.com/ThePlanningDesk

https://twitter.com/anthonystich

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).

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Follow Tyrone and learn more about Onramp Invest:

https://twitter.com/TR401

https://www.onrampinvest.com

Stay up to date with the show, Tony, and Tom on Twitter:

https://twitter.com/ThePlanningDesk

https://twitter.com/anthonystich

https://twitter.com/BurmeisterTom

]]>d9882433-230c-4164-9e24-1ad26957b3c4Wed, 31 Mar 2021 11:00:00 -060052:57nofull3Tyrone 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.Anthony Stich, Tom BurmeisterRemote client relationships, alternative investmentsRemote client relationships, alternative investmentsNow 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)

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Stay up to date with the show, Tony, and Tom on Twitter:

@ThePlanningDesk

@anthonystich

@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)

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Stay up to date with the show, Tony, and Tom on Twitter:

@ThePlanningDesk

@anthonystich

@BurmeisterTom

]]>4a7dc998-f2fb-4ea9-8688-536d2be2d2fdWed, 17 Mar 2021 02:00:00 -060026:59nofull2Now 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?Anthony Stich, Tom BurmeisterIntroductions, meme stocks, 2021 FinTech conferencesIntroductions, meme stocks, 2021 FinTech conferencesIntroducing 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?

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Stay up to date with the show, Tony, and Tom on Twitter:

@ThePlanningDesk

@anthonystich

@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?

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Stay up to date with the show, Tony, and Tom on Twitter:

@ThePlanningDesk

@anthonystich

@BurmeisterTom

]]>b16d2fd9-df38-4756-bbe6-819c127973c1Wed, 03 Mar 2021 00:00:00 -060024:27nofull1Introducing 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?Anthony Stich, Tom Burmeister