How To Thrive In The ‘Robo-Advisor’ Age



Click here for the Presentation Slides


Webcast Presentation

November 13th
2:00-3:00 pm EST
Complimentary Webcast

Sponsored by




Robert Franklin Muller, Jr
Hannah Grove

Frank Muller
Executive Vice President
and Head of Distribution

Hannah Shaw Grove
Executive Editor
Private Wealth Magazine


Expert panelists will discuss how advisors can attract and retain clients during a challenging time when the Internet and technology are commoditizing the financial advice business, and globalization is increasing asset class correlation and complicating portfolio construction. The webinar will explore ways that advisors can enhance their value to clients by improving portfolio diversification, coaching them through tough times, carefully assessing their needs and goals, and communicating with them as one human being to another.



This webinar qualified for 1.0 hour of CFP Board CE credit
and 1.0 hour of CIMA®, CIMC® or CPWA® CE credit.


Presented by

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