The Difference Between a Good and a Great Advisor
May 1, 2021
Can you automate and replace financial expertise?
The Human Element is what differentiates a good advisor from a great one. Robo advisors can't provide the compassion necessary for great service. Keep watching to hear my thoughts.
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Some of the greatest investors in history have lived through chaos — and they left behind wisdom that still applies today.
When markets drop and headlines scream, it’s easy to feel like you have to do something. But what’s actually the smart move?
Choosing a financial advisor can feel a lot like walking down the condiment aisle at the grocery store- everything might look the same at first glance, but what’s inside makes all the difference. So, how do you know who to trust when every advisor seems to come with the same title and promises? In this episode, Rob breaks down what truly sets a great advisor apart and highlights the key qualities to look for.
