Betterment Institutional Webinar

Webinars

User reviews

25 reviews

 
(13)
 
(8)
 
(3)
 
(1)
1 star
 
(0)
3.5
Average Attendee Rating
Poor Average Excellent
Already have an account? or Create an account
Back to Listing
25 results - showing 1 - 5  
 
Ordering 
 
(Updated: October 15, 2015)
3.0
Average Attendee Rating
Poor Average Excellent

I think that there is going to be a shortage of advisors and that we will be in more demand than ever. If you want to shoot yourself in the foot and go robo, essentially increasing your fee to the consumer while restricting your freedom as an advisor and how you run your business, then get into bed with one of these platforms. In the end, a client isn't not going to stay with me b/c I don't do robo. The client is with me b/c of me.

Was this review helpful to you? 
(Updated: October 15, 2015)
3.0
Average Attendee Rating
Poor Average Excellent
Was this review helpful to you? 
(Updated: October 15, 2015)
5.0
Average Attendee Rating
Poor Average Excellent

thought prevoking - it is a peak into our future - but I still see the huge weakness in the model as not emphasizing behavioral coaching to keep our clients from doing something stupid at the worst possible times (like selling out in fear in 2008-2009). This tales lots of quality one-on-one time between advisor and client. Charts and numbers won't do it. Only (in my opinion) an experienced advisor can calm the client emotions at these critical moments + get them thru these tough periods.

Was this review helpful to you? 
(Updated: October 15, 2015)
5.0
Average Attendee Rating
Poor Average Excellent
Was this review helpful to you? 
(Updated: October 15, 2015)
5.0
Average Attendee Rating
Poor Average Excellent

Thank you for letting the A4A audience hear the robo advisor side of the story on the direction in which the industry is clearly going. Although it seems that the speaker might be considered bias towards this platform model, it nonetheless is true that technology is advancing at a lightning pace and that human advisors are at risk if they fail to adapt and embrace this technology. This is merely part of a changing world overall, and the investment industry is no different.

Was this review helpful to you? 
25 results - showing 1 - 5