About the author: Allison Sobek Business development representative Combining a passion for FinTech and a degree in economics from Miami University, Allison strives to share the value Advicent brings to companies throughout the financial industry.
Differentiating your firm by implementing financial planning By being able to improve both the quality and quantity of financial plans they can put out, advisors can increase their assets under management and distinguish their practice from their competition. Read More