Is your advisor a REAL person or just someone in space who simply takes your data and crunches numbers, and then ultimately shoots their financial plan recommendation back to you via email (aka…Robo Advisors)? Or does your advisor genuinely care about you and your overall well being? Does your advisor really know your story, or are you just a number? This video highlights the importance of working with a financial professional who understands your story – your priorities, family history, goals – not just your data. It reinforces the fact that the most successful advisors use technology to enhance their expertise, not to replace it.
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