Blog Posts Via E-Mail

Michael Roby's Book

Click here to learn more about Michael Roby's book, Ultimate Small Cap Business

Subscribe Via Reader

Add to Google Reader or Homepage

Subscribe in NewsGator Online

Subscribe in Rojo

Add to My AOL

Subscribe in Bloglines

Subscribe in NewsAlloy

Archive for the ‘Financial Planning’ Category

The Robo’s Are Coming! The Robo’s Are Coming!

Posted By Michael Roby | Thursday, March 31st, 2016

Ask yourself one simple question:

Why are my services better than a Robo Advisor?

Fidelity is launching a system designed for first-time investors between ages 25 and 45 in mind that recommends investments based upon the investor answering SIX QUESTIONS for less than 40 basis points. Vanguard’s platform is targeted to the advisor sweet-spot of pre-retirees and older at low fees.

People want and need personalized service which result from more than a few answers to standardized questions covering just one aspect of financial services.

So what’s your story? If you need help with this, call 888-445-6423 and ask Melanie to schedule a complimentary call to see if my services might be of value.

CLICK HERE TO READ: Fidelity Testing Robo Offering