Personal Communication
Contrary to how many financial firms are delivering their services with increased emphasis on technology, automation, and artificial intelligence, we remain steadfast in honoring and strengthening the value of personal relationships with our clients.
Of course, we utilize innovative technology and automation to increase efficiency and productivity; however, the one true differentiator in financial services is personal communication, the cornerstone of all successful financial relationships. That is something no robo-advisor can emulate, and sadly too many financial advisors deem unimportant.