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Tips to Beat Out Robo Advisors

Thursday, Sep 25 2014

News Roundup

Written by PFA News

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Advisors can compete against low-cost robo advisors by creating transparent fee structures that illustrate the value of financial planning offerings in addition to investment services. So reports Financial Planning.

Advisors should also cater their marketing messages to the specific needs of individual prospects and maintain cutting edge technology such as cloud computing that allows planners to work wherever they are located.

Read the full article from Financial Planning.

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