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The current volatile market—exacerbated by negative press and robo-advisors—can cause clients to wonder why they pay you. Reinforce your value with a reasonably priced investment process that addresses tough fee questions from clients.
Robo-investing involves limitless information, while advice is something best suited to the human mind because it can synthesize and analyze information. Add elements of “general morphological analysis” to your thinking to produce more thoughtful advice and better outcomes.
The passive 1% AUM advisor may go the way of the "stockbroker" as technology threatens the profitability of existing business models. Can you compete against a robo-advisor's 25 bps portfolio? Sure you can. But you will need to revamp your value-add beyond just asset allocation advice.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025