Financial advisors have long offered their knowledge to the very people who are most likely to already understand it: high-net-worth investors. However, the arrival of new robo technologies has finally made it possible for advisors to profit while helping middle-market consumers lead a successful financial life.
For months, Ive been telling readers how to use the institutional online advice platforms (the robos) to serve so-called accommodation clients profitably, reduce internal operating costs and access middle-market clients.
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