4 Ways to Boost Your Human Touch (and Stay Ahead of Robos)

There is a lot of talk about how robos and other forms of competition will affect your business.  As the author points out…”Since your clients haven’t moved their assets to digital solutions and platforms based on artificial intelligence, it seems the key to competing with any digital platform is to increase (not decrease) client access to advisors and other humans who can help them with with their financial lives.” According to the author, to provide this level of human service, you must do four things, which she details in the article.

Read more…

Post source : Think Advisor

Related posts