 You have to [renew] that value proposition because clients forget. So we built something so that our clients don’t forget.."Stephanie Bogan, United Capital. |
How to Defend Against the Wave of Robo-Advice
Gil Weinreich, | Think Advisor, December 2013
Read the article online >
Summary: With financial planning software now attracting the over-50 set, United Capital’s Stephanie Bogan says the best defense is establishing value in a consumer-friendly way.
Be the first to comment on this Article
