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