Estimated reading time: 0 minutes, 21 seconds

How to Compete Against Robo-Advisors

Advisors can compete against robo-advisors by allowing clients to co-create the financial planning process, by providing high levels of customization, and by specializing in specific advisory services. So reports CNBC.

Speaking at the recent Charles Schwab Impact conference, author Julie Littlechild urged advisors to use client journey maps that identify key aspects of the planning process such as initial contact, onboarding, plan creation, and communication.

Read the full article from CNBC.

Read 4290 times
Rate this item
(0 votes)

Visit other PMG Sites:

PMG360 is committed to protecting the privacy of the personal data we collect from our subscribers/agents/customers/exhibitors and sponsors. On May 25th, the European's GDPR policy will be enforced. Nothing is changing about your current settings or how your information is processed, however, we have made a few changes. We have updated our Privacy Policy and Cookie Policy to make it easier for you to understand what information we collect, how and why we collect it.