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From: ByAllAccounts <cstephens@byallaccounts.com>
Date: Wed, 14 May 2014 11:41:30 -0500 (CDT)
To: <mainandwall@gmail.com>
ReplyTo: xhao@byallaccounts.com
Subject: How Robo Advisors are Changing the Advisory Climate? [Live Webinar]
 | | |  |  |  | |  | Complimentary 45-min Live Webinar: May 20th, 2:00 PM EST | | | Learning from Robo Advisors:
How to Grow Your Firm & Stand Out in a Changing Climate |  | 
|  | | | | | | | | | | | | Speakers: Raef Lee, Managing Director, SEI Advisor Network Cynthia Stephens, VP of Marketing, ByAllAccounts The early success of “robo advisors” has attracted a lot of attention. “Robo advisors” are seeing some success in attracting assets with their consumer friendly interfaces, readily accessible data and low cost approach. Rather than be challenged by this disruptive technology, savvy advisors can use it as a learning opportunity to strengthen their practice as Baby Boomer clients increasingly demand advice that requires specialized expertise, such as healthcare and estate planning. During this webinar, you’ll learn about the “robo advisor” landscape, what you can learn from them and how you can adapt your practice in this changing advisory climate. The Robo-advisor Landscape - The three main types of robo advisors: who are they?
- What it means to you: how robo advisors will impact your practice
- The takeaway: advisors should not be too scared by this
How to Adapt your Practice: - Embrace technology: provide clients with a holistic view of their assets
- Deliver Advice: provide relevant, insightful advice
- Create new business models: are there new models that are not AUM based?
Register and automatically receive an advance copy of a brand new white paper, featuring expert insights on what you can learn from robo advisors. Don't miss this opportunity to gain valuable insights from our industry leaders. Speakers will deliver a concise, 30-minute update with a 15-minute Q&A session to answer any questions you might have.
Please join us for an information-packed 45-min webinar May 20th, 2PM EST. | | | | | | | | | | | | | | | | | | | | | |
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