Watch the session from T3 2012 titled Competing Against Robo Advisors to understand how your business must change in the face of disruptive, well-funded startups.
On Saturday, February 18 at the Technology Tools for Today (T3) conference in Dallas, TX, I moderated a panel discussion featuring John Prendergast, Co-founder and CEO of Blueleaf, and Alex Murguia, Co-founder of inStream. The session was titled Competing Against Robo Advisors: Delivering Advice in a New World, which addressed the rising trend of online startups who are launching low-cost financial advice platforms.
Companies like Personal Capital, Wealthfront, and LearnVest are encroaching on the independent financial adviser’s value proposition, and are leveraging their internal talent and well-funded venture capital to disrupt this industry.
I feel that the topic deserves attention from advisers, particularly for those who actively seek to attract wealth accumulators in their 30s and 40s. John sent me a text an hour before our session asking if I could film it to share with you. I did, and uploaded the session in two parts to YouTube so you can watch it.
Here is Part 1:
And here is Part 2:
