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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Rob walks through the exact framework affluent families use to build, protect, and sustain wealth across generations.
Here’s what we discuss in this episode: π Heavy Plans: Why bigger binders don’t mean better planning π Estate Simplicity: Is a will alone enough? π Spousal Income: The real financial impact after a spouse passes π Stocks-to-Bond: Why age alone shouldn’t drive investment shifts βΈοΈ Spending Freeze: Why “just spending less” rarely works in downturns
Financial advice often gets reduced to performance, products, and transactions. But when life gets complicated (market downturns, health challenges, family stress) those things alone aren’t enough.
