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The Advisor Lab by CION

Feb 15, 2021

In this episode, we sit down with Tony Stich, Mr. Purple himself and COO of Advicent. This conversation is one of our best – Tony is an absolute wealth of knowledge when it comes to the advisor and investor market. We get into some of the biggest hurdles he sees advisors facing in the current and future state of financial planning, and what they can do about it. We also technology discussion and how advisors can leverage big data to improve their client experience. This is our conversation with Tony Stich.