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Robo-Advisors: 3 Advisor Actions

Robo-advisors have initiated contact with plan sponsors across the country, says industry insider Steff Chalk. While their marketing and sales pitches are polished, they may be misleading. To meet this challenge, Chalk recommends taking three steps. Source: Napa-net.org

3 Advisor Actions Against Robo-Advisors:

  • Let your clients know that the flood of them entering the market is largely due to low barriers of entry and ambiguity around what defines them.
  • Thoroughly educate yourself on robo- services and consider using the subject as a topic for discussion at upcoming events and meetings.
  • Simply let your clients know about their existence. Help clients understand their place in the market, including the advantages and disadvantages they offer.

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