Robo-advisors have created a buzz in the media and the topic has been driving the most packed sessions at conferences. The same was true for the LIMRA annual conference held in Boston.
Read Mike Byrnes’ Financial Advisor article to learn why these four attributes make a great robo-advisor client:
- Comfortable online
- OK with passive investments
- Cost conscious
- Tax conscious
Also, learn why it is good to rock the boat.
Need help figuring out your service offering to clients? Contact Byrnes Consulting for assistance.