The importance of real-life advisors vs. robo-advisors
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About this episode
Adam Wolf discusses robo-advisors or AI chat bots that offer services. He explains how big financial firms use these and how sometimes these bots can be inaccurate. Adam also describes two areas he thinks that a real-life advisor is needed the most: developing an income plan from accounts that a spread all over, developing a tax strategy unique to a person. He also highlights four women in his office who either just joined the team or are celebrating work anniversaries and how they boost the customer experience at Wolf Retirement Navigation.
Ready to build your retirement plan? Visit https://wolfretirement.com/ or give us a call at 904-944-5828 to connect with Adam and his team today!
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Get every episode summarized
Each time Jacksonville’s Retirement Coach with Adam Wolf publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
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