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The Planning Desk  

The Planning Desk

Bi-weekly podcast covering all things FinTech and financial planning. Hosted by Anthony Stich and Tom Burmeister of NaviPlan by Advicent.

Author: 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.
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Language: en

Genres: Business, Business News, Investing, News

Contact email: Get it

Feed URL: Get it

iTunes ID: Get it


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Navigating the market with Michael Antonelli
Episode 7
Wednesday, 26 May, 2021

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/BullandBairdhttps://blog.rwbaird.comStay up to date with the show, Tony, and Tom on Twitter:https://twitter.com/ThePlanningDeskhttps://twitter.com/anthonystichhttps://twitter.com/BurmeisterTom

 

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