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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.
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