NaviPlan by InvestCloud

Now part of InvestCloud Inc., the world’s leading SaaS-based global wealth solutions provider. Follow @InvestCloud to stay up to date.

[NaviPlan by InvestCloud @NaviPlan]

Today, we are proud to announce that Advicent is now a part of @InvestCloud, the global leader in cloud-based financial digital solutions.

Learn more:

[NaviPlan by InvestCloud @NaviPlan]

As the pace of digital advancement accelerates, #FinancialAdvisors have a growing opportunity to transform their client experience.

@AngPecoraro's latest on @ThinkAdvisor examines how data can be harnessed in the #FinancialPlanning process: https://t.co/uVMoaFs7tJ

[The Planning Desk Podcast @ThePlanningDesk]

🎧 Episode 5 of @ThePlanningDesk out now 🎧

- What #FinancialAdvisors should do to educate themselves and their clients amid legislative and regulatory shifts common in the industry

- How #FinTech can help during times of change

Listen or watch below: https://t.co/KhnRNcT5Ot

[NaviPlan by InvestCloud @NaviPlan]

Attracting the next generation of #FinancialAdvisors is key for firms to retain books of business and drive future growth.

Learn how to find the right talent, entice candidates, and compete for the hires in this whitepaper: https://t.co/abEyU89ZAc

[NaviPlan by InvestCloud @NaviPlan]

Your clients want to feel heard. Take your business plan to the next level by incorporating client surveys to help identify actionable goals that will support client relationships.

Learn more:
https://t.co/JYDU2FVhVL

[NaviPlan by InvestCloud @NaviPlan]

Want to learn more?

Join @BurmeisterTom at 11:00 AM ET during tomorrow's @finlocity XCELLR8 Advisor FinTech Summit as he details ways to improve advisor efficiency and boost client connection.

Register free now: https://t.co/0hreTeEfEg

[NaviPlan by InvestCloud @NaviPlan]

Today's #FinancialAdvisors face various pain points across the #FinancialPlanning process.

Learn how to identify and address these roadblocks to firm success: https://t.co/XYq7tLMZYo

[NaviPlan by InvestCloud @NaviPlan]

Today's #FinancialAdvisors face various pain points across the #FinancialPlanning process.

Learn how to identify and address these roadblocks to firm success: https://t.co/XYq7tLMZYo

[NaviPlan by InvestCloud @NaviPlan]

This time tomorrow, join @anthonystich, @redtailtech, @MobileAssistant, and moderator @RIAOasis as they explore the pain points of today's #FinancialAdvisors and how #FinTech can help.

Register now for the 'Shifting Tides' joint webinar, kicking off Tuesday at 2:30 PM CT:

[NaviPlan by InvestCloud @NaviPlan]

Join us next week for the @finlocity XCELLR8 Advisor FinTech Summit and learn ways to strengthen client relationships & superpower your planning with our very own @BurmeisterTom on 4/28 at 11:00 AM ET!

Register now:

[NaviPlan by InvestCloud @NaviPlan]

Though we might not always notice, data, analytics, and artificial intelligence play an increasing role in our daily lives.

In this whitepaper, learn how AI enables #financialadvisors to identify selling opportunities with less effort than ever before:
https://t.co/hA4rn5RtMw

[NaviPlan by InvestCloud @NaviPlan]

Next Tuesday, join @anthonystich, @redtailtech, @MobileAssistant, and moderator @RIAOasis to explore the pain points of today's #FinancialAdvisors and how #FinTech can help.

Register now for the 'Shifting Tides' joint webinar, kicking off at 2:30 PM CT:

[Finlocity @finlocity]

Register today for the XCELLR8 Advisor FinTech Summit and learn ways to superpower your planning & strengthen client relationships #FinancialPlanning #Advisor with Guest Speaker Tom Burmeister, VP Financial Planning, @Advicent https://t.co/LQ4b7jBwR9

[The Planning Desk Podcast @ThePlanningDesk]

Episode 4 of @ThePlanningDesk is now available featuring Corey Westphal of @MobileAssistant!

- Efficiency challenges facing advisors

- How @MobileAssistant is transforming client meetings

- #YouGot5 tech demo

Listen or watch below: https://t.co/7s3D2E34xb

[NaviPlan by InvestCloud @NaviPlan]

.@anthonystich joins @michaelbatnick and @awealthofcs on the latest episode of the Animal Spirits podcast to discuss listener mailbag questions.

Check out the episode below: https://t.co/ZbDTT6ipzF

[NaviPlan by InvestCloud @NaviPlan]

With an extended filing deadline and new complications on the minds of investors, #FinancialAdvisors have a great opportunity for growth during the 2021 tax season.

Learn more: https://t.co/Y6U6k63rV8

[Finlocity @finlocity]

Join us at the Finlocity Advisor FinTech Summit on April 28 & 29, 2021. #FinTech #Finlocity
Learn more and register here: https://t.co/LQ4b7jBwR9

[NaviPlan by InvestCloud @NaviPlan]

The financial tastes of today's investors are changing and a new set of realities face those planning for retirement.

In this whitepaper, learn how #FinancialAdvisors can navigate this new environment: https://t.co/Rx4vmjwxmE

[The Planning Desk Podcast @ThePlanningDesk]

Episode 3 of @ThePlanningDesk is out now featuring @TR401 of @OnrampInvest!

- "No Dumb Questions" crypto overview

- Why do firms need to embrace alternative investments?

- What #FinTech tools exist to help advisors with crypto?

Listen or watch below: https://t.co/amiSCAJJ75

[NaviPlan by InvestCloud @NaviPlan]

With curious investors seeking sound tax and financial advice following 2020, #FinancialAdvisors need to ensure their marketing strategy is built to make an impact.

In this eBook, learn how to improve digital marketing efforts across three key areas: https://t.co/CCo3Z2WcGx

[NaviPlan by InvestCloud @NaviPlan]

Simplifying the tax planning process with the right #FinTech will pay dividends during this unique tax season.

Learn more: https://t.co/Y6U6k63rV8