Tag Archives: Technology

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3. Rethink: Human vs The Robo-Advisor

Technology is changing. It is adapting and doing things that were once never thought possible.

So, that brings us to this question – who is going to win? The Financial Advisor or the Robo-Advisor? 

In this episode, Adam Holt & Derek Notman go into detail about how robo-advice is changing the financial industry, and how it is important as financial advisors to remain competitive. Adam and Derek speak about how technology is changing financial advising, and how it’s influencing consumers.

Adam & Derek discuss:

  • Robo-advice, and how its been integrated into the financial industry
  • The importance of human connection in financial planning
  • Why advisors need to find their differentiator
  • How you can use technology in creating your personal identity
  • And more

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