"Betterment and Wealthfront win on convenience and price — they lose on trust, personalization, and complex financial situations. The clients who need those platforms are already with them. The clients who need what you do are still out there."
"What's your target client profile — income range, wealth complexity, life stage? The robo-advisors have a very specific slice and they're not competing for the rest."
"The advisors who are winning against robo-advisors are the ones with better client engagement systems. Not more technology, better technology — the kind that makes every client feel like they're your only client."
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