Artwork for podcast The Planning Desk
Staying prepared for industry shifts
Episode 530th April 2021 • The Planning Desk • Anthony Stich, Tom Burmeister
00:00:00 00:33:10

Share Episode


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: