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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Here’s what we discuss in this episode: 📊 Diversify to avoid concentration risk ✅ Know when you’ve “made it” 🔄 Planning is an ongoing process 🏥 Life changes demand financial adjustments 🛡️ Protect your retirement from unnecessary risk
What could threaten everything you’ve built with your business partner? Rob calls them the “5 Ds:” death, divorce, disability, disagreements, and dissolution.
In this episode, Rob dives into the often-overlooked world of property and casualty insurance, where hidden gaps could leave your home, vehicles, or umbrella policies vulnerable.
