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Robo Advisors: Computerized Avatar?

Have you ever gone online and googled the words “financial advice?” We have and when you do, you get over 68,500,000 results. That’s a lot of places that want to tell you what to do with your money. Moreover, there are new websites that take your information and run it through their calculators and generate automated financial advice, with recommendations on how you should invest your assets and plan for your future.

They’re called “robo advisors.” But they’re not real advisors because they’re not real people. Robo advisors crunch data and spit out cookie cutter recommendations based on financial formulas they have created. Robo advisors don’t know your family, your history or your personality. They don’t know how you feel about your children or your charities. They don’t understand what you hope to accomplish with your money.

So here’s the question: how can you trust financial advice from a source who doesn’t actually know who you are or how you feel? You can’t. Why? Because you are person, not a number. You’re an individual, not an algorithm. 

 To get personalized advice, you want a qualified financial advisor who knows you; not a computerized avatar that thinks it does. You want an advisor with proper credentials and credibility, supported by an organization with compliant process and protocol.

That’s what we have. That’s who we are. And we have the ability to understand you better than any computer program. Of course we have the latest innovative technology, too. But we use our technology differently. We use our technology to support our expertise, not to replace it. We analyze, evaluate and interpret your data to provide advice specifically for you. Advice about how to achieve your unique financial goals.

Robo advisors can crunch numbers. But numbers are only part of your story. The formula we follow puts you in the center of the equation. And that’s exactly where you want to be.

If you would like to learn more about how robo advisors are affecting the financial services industry, please download our e-book. If you’d like to be treated like a person and not a number, let’s set up a consultation.