The best way to beat robos: Be more human

Post on June 12, 2017

“[Some companies] are saying, ‘What I am selling is not investment management. What I am selling is a relationship,’” she says. “[Those advisers] are figuring out how to repurpose their value and that is really imperative.” There are tools already that can simplify relationship building with clients too, says Sean McDermott, project manager at research firm Corporate Insight.

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