Review Detail

There seemed to be little value on an advisor with a presentation like this. Its as if advisors should just be put out of business entirely. There should be some sales and value propositions in a presentation like this so advisors can beat robos and the large institutions, so we can feel somewhat hopeful about our career decisions. This could be used in conjunction with the Lipper/Dalbar studies to show advisor alpha (behavioral and tax). We must beat the robos or else A4A will go away with us as well.