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.