How Advisor Chat Service Eliminates RoboAdvisor Threat

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15 reviews

 
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(Updated: March 03, 2016)
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Keep trying - this is not it

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(Updated: March 03, 2016)
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(Updated: March 03, 2016)
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not sure this is helpful to advisors -we can't be monitoring chats and do our business and is it compliant?

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(Updated: March 03, 2016)
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A bit on the technical side and seemed likely to be more suited for larger firms expecting a stream of chat traffic over time. Some brief technical glitches with presenter's sound and internet connection. Those in back office work or technological design would benefit more than others. Thank you for diversifying the webinar offerings although this topic was not of paramount interest to me. However, it does make sense that it would challenge the competition of robo-advisors for certain practitioners.

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(Updated: March 03, 2016)
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15 results - showing 1 - 5