Ep #51: Alan & Kitces Unhinged - Robo Advisors, Mastermind Groups, and Technology
June 08, 2016
Michael Kitces joins Alan for a mailbag episode, where we answer your questions from the #XYPN Radio VIP community, email, and social media.
We answer questions on robo advisors and mastermind groups, and provide our thoughts on additional technology and how it can impact your business.
We look at tools that promise to simplify your life and determine whether or not they actually live up to that promise, and dive into the exact tasks computers should be in charge of doing and which tasks you should keep on your own to-do list.
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Listen to the Full Interview:
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What You'll Learn from This Episode:
- Why you should join a mastermind or study group.
- The pros and cons of utilizing robo advisor technology.
- How to explain robo advisors to clients.
- Why apps we use on a daily basis and how to make them work for you.
Featured on the Show:
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- Financial Planning (197)
- Advisors (172)
- Financial Education (138)
- Fee-only advisor (136)
- Financial Planners (135)
- Millennials (116)
- NextGen (115)
- Advice (113)
- Marketing (93)
- Financial Advisors (91)
- Training (87)
- Professionals (86)
- Profit (85)
- Growing Your Firm (80)
- Entrepreneurship (77)
- Business Development (60)
- Niche (53)
- Advisor Success (52)
- Building Your Firm (48)
- RIA (44)
- Growth (34)
- Career Changers (31)
- Networking & Community (30)
- Starting a Firm (28)
- Staffing & HR (27)
- Family (23)
- Launching a firm (23)
- Social Responsibility (22)
- Compliance (21)
- Financial Plan (21)
- Careers (16)
- CFP Certification (14)
- Online Marketing (14)
- Taxes (14)
- First Year (13)
- Michael Kitces (12)
- New Business (12)
- Partnership (12)
- Scaling (12)
- Tech Stack (12)
- Communication (11)
- Women (10)
- Family Business (9)
- Assets Under Management (AUM) (8)
- Ethical Advisor (8)
- Perseverance (8)
- Preparing to Launch (8)
- Broker-Dealers (7)
- Financial Therapy (7)
- Industry Trends & Insights (7)
- Preparing to Launch (7)
- RIA Owner (7)
- Work Life Balance (7)
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