Financial planning will become extinct and replaced by this with Phil Cunningham

Between Now and Success · Apr 5, 2016 · 50m

Financial planning as practiced today is going away and will be replaced by an entirely new way of interacting with and delivering value and connection to clients. The days of offering a free financial plan in order to snag AUM are done.

In today's show, I chat with Phil Cunningham, CEO of Advicent, the global provider of SaaS technology solutions for the financial services industry. You may know them better through their products including NaviPlan®, Profiles™ and Figlo™ financial planning tools, the Advisor Briefcase® marketing tool and the Narrator™ application builder. Advicent has about…