Worth It

The robots have taken over. Just kidding. In reality, robots haven’t taken over — but they have taken over a major chunk of the financial industry in the form of robo-advisors. A lot of people assume that we’re going to bash on robo-advisors (“The robots are taking your jobs!”) or that we will tell them a human advisor is the only way to go.  But the truth is, we think robo-advisors are actually pretty useful. Of course, there’s a time and a place to use them, which is exactly what we cover in this episode of Wealth by Design. WHAT YOU’LL LEARN Dustin’s concerns about robo-advisors earlier in his career Why they’re not a threat to the financial planning industry What robo-advisors are  Why it’s not a question of which to use, but when to use each The questions that may come up around using a robo-advisor The major downside to robo-advisors (hint: it’s about customer service) The limiting beliefs that come when people consider hiring a financial advisor The biggest question clients have about a