All items tagged with: robo advisor
Posted in: Strategic Thinking , tax preparation, Real Wealth Management, Financial Literacy, Financial Advisor, knowledge bureau, Evelyn Jacks, tax filing, tax advisor, financial education, CE summits, financial advice, robo-advisors, Know Your Client, client-centric strategies, holistic financial planning, tax specialists
What is the difference between a tax preparer or practitioner and a tax specialist? In a word: advice. The tax preparation industry is in the midst of an enormous transformation, and new entrants must educate toward that change. But, why is that and what does that really mean?
Posted in: Strategic Thinking , Financial Planning, DAC, knowledge bureau, relationship management, Evelyn Jacks, distinguished advisor conference, financial advisors, wealth management, financial education, tax professionals, innovative thinking, Millennials, leadership, financial conferences, Canadian conferences, Leapreneur, Jan Bartscht, Jessica Macias, robo-advisor, investors
In one of the most talked-about and ground-breaking sessions at this year’s Distinguished Advisor Conference, futurist Jan Bartscht, brought a stark message to the approximately 200 delegates in attendance: you must innovate or die in a stark business reality: 40 per cent of major companies will not survive the digital disruptions of the next five years.
Posted in: Strategic Thinking , knowledge bureau, Evelyn Jacks, financial education, entrepreneur, innovative thinking, future-proof, business development, leadership, artificial intelligence, robo advisor, robo technology, financial services threats, adaptation, business model, financial services specialist, financial services generalist
Robo-advisor technology can be seen as a threat, or an advantage. Adopting a hybrid approach may help your business. Join the conversation on our Executive Business Builders Network and tell us how you feel you can make robo-technology work for you.
Posted in: Strategic Thinking , knowledge bureau, relationship management, Evelyn Jacks, financial advisors, financial education, professional development, entrepreneur, innovative thinking, thought leadership, future-proof, robo-advisors, CRM2, value proposition, leadership courses, holistic strategies, financial planners, financial services professionals, pain points, Executive Business Builder Program, LinkedIn discussion, leadership discussion
Join our conversation on the Executive Business Builders Network!
Posted in: Strategic Thinking , Financial Literacy, Financial Advisor, investment, knowledge bureau, relationship management, succession planning, Evelyn Jacks, wealth transfer, financial services, financial education, innovative thinking, thought leadership, financial advice, future-proof, economic changes, robo-advisors, CRM2, fee disclosures, Millennials, Baby Boomers, Executive Business Builders Network, Executive Business Builders Program, career opportunities, career growth, financial services jobs, Breaking News, Practice Management, Strategic Thinking
Join our online discussion: When changes in the industry force professionals to adapt, should we call them threats, or are they opportunities?
Posted in: Strategic Thinking , Tax Planning, investments, relationship management, retirement planning, financial advisors, wealth management, tax advisors, financial services, investment advice, entrepreneur, innovative thinking, thought leadership, financial advice, future-proof, robo-advisors, value proposition, artificial intelligence, cyborgs, high-net-worth clients, complex financial issues, customer relationships, holistic advice, growing your business
As a financial advisor, you rely on technology to do your job effectively, but it’s also a disruptor in the industry these days. Robo-advisors are a force to be reckoned with, offering automated services that provide low-cost advice. Are they turning financial advice into a commodity? Will you be priced out of the market? How can you compete with robo-advisors?