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The robo-advisor is an advantage for advisors

Jonathan Peter Kestle, CLU, B Com

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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.

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