Trilogy Financial

Until Robo-Advisors Learn Empathy

By Trilogy Financial
April 1, 2018
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Much has been said about the rise of robo-advisors in the financial services industry. With tens of billions of dollars being invested in these online platforms, it is undeniable that consumers are craving the speed, efficiency and data that they can provide. While many of us agree that no computer can offer the one-on-one relationship that a client-advisor relationship can, we would be remiss to ignore this growing trend.

Some advisors react to the rise of these platforms by dismissing the trend and lamenting about the good old days when an account application could fit on a postcard. What they should be doing is exploring why robos are so appealing and what aspects of that technology could be incorporated into their practices.

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By Trilogy Financial
April 6, 2018

We need them to abandon the machine work that has become such a distraction. Oftentimes, smart advisors use less than superior tools to do their darndest to serve their clients and in the meantime have lost human connection. It is time to alter our expectations of financial advisors. We primarily need to expect them to act in human, not machine ways, and in doing so more than earn their fee. What are the human things great advisors do?

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By Forbes logo
December 28, 2018

Many individuals reach significantly higher levels of earning – and spending – in their 30s. Many of them have moved up in their careers, branched out across sectors, started investing, gotten married or started a family, to name a few. All of these events can also drain savings significantly, not to mention cut into retirement plans.

With so much capital moving around, it is important to set goals and guidelines for how and when money is spent. To give you a better understanding of how 30-somethings can stay on track for general savings and retirement, 14 entrepreneurs from Forbes Finance Council share their top advice for those needing to find a balance between spending and saving in their 30s.

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