If you are sweating the robo-advisor invasion ask yourself this question: Is your business model set up to be wiped out if people can get it via technology."
Steve Atkinson, executive vice president and head of advisor relations, Loring Ward
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Summary: If you are an advisor running a practice that looks like an old Borders bookstore or an old Blockbuster video store, the answer is yes. However, if your practice is more like a Nordstrom department store with personalized service, you don’t have anything to worry about.
If you are sweating the robo-advisor invasion ask yourself this question: Is your business model set up to be wiped out if people can get it via technology."
Steve Atkinson, executive vice president and head of advisor relations, Loring Ward
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