Too many people in my industry are threatened by robo-advisors.

In my opinion, they are the best thing that has happened to the financial services industry in a long time.

For consumers, there’s finally an option that provides a diversified investment portfolio for a reasonable fee. 

For advisors like me, this technology helps leverage my time by largely automating the investment portion of a client’s financial plan. 

Consequently, I can spend more time interfacing with my clients to dig into and solve the financial issues that they care about most.

It’s a win-win!