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Algorithms Don't Care: Why Relationships Will Win in the Age of Digital Advice

Jan 20, 2016 9:50am ‐ Jan 20, 2016 11:05am

Credits: None available.


Your business is outmanned, outfunded and outgunned by online advice providers. Do nothing, and the sophisticated algorithms will slowly erode your relevance as an adviser. But algorithms can’t comprehend the intricacies of your clients’ lives like you do. The future of your business depends on your ability to implement solutions that build successful, long-term relationships in this new era of financial advice. The three main benefits of attending this session are:
• Learning how to differentiate a financial advisory firm from the onslaught of online investment competition
• Identifying the tools and resources necessary to deliver advice in today’s digital age
• Building the infrastructure of a financial advisory firm positioned for growth amid increasing competition



  • 0.00 - Specialized Knowledge & Application

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