Select Language

Check Application Status
en

Resource Zone

The robo-advisor is an advantage for advisors

Jonathan Peter Kestle, CLU, B Com

Rate 1 Rate 2 Rate 3 Rate 4 Rate 5 0 Ratings Choose a rating
Please Login or Become A Member for additional features

Note: Any content shared is only viewable to MDRT members.

Robo-advisor technology can increase the efficiency and revenue of your business, if you know how to use it. It can cut down on the amount of paperwork for advisors, allows you to work with clients from a wider range of income levels and it gives you the ability to do online fact-finding and client onboarding. Find out more from Jonathan Kestle in this video.
 

{{GetTotalComments()}} Comments

Please Login or Become A Member to add comments