Not a Robo-Client? Then a Robo-Advisor is Not For You

Posted by Paul Philip

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Robo-Advice is automated portfolio management with minimal human interaction. These sites are growing in popularity and may work for some people, but in all our years of practicing we’ve never met a robo-client. Investing is so much more than just filling out questionnaires and doing math… CLICK HERE to watch the video

The Evidence-Based Investor Video series is a service provided by Paul Philip and the team at Financial Wealth Builders Securities

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