Broadridge Financial Solutions

Take your practice to the next level. With a little advice from the right coaches, watch how Mopedia is helping some of the industry’s brightest advisers transform their businesses.

Practice Makeover: Season 4

Episode 7: What did we learn about going robo?

January 11, 2016 @ 5:30 pm

Runtime: 6:48

Andrew Besheer, president of advisor solutions at Broadridge Financial Solutions, reflects on the season and the pros and cons of going robo.

Your Practice Partner

Valuable information and assets provided by Broadridge Financial Solutions, this season's sponsor of Practice Makeover.

Prosper as a Breakout Advisor

The principals of Archer Investment Management, based in Raleigh, NC, took notice when robo-advising achieved triple-digit growth over the past year. Now they're tackling the critical question that's on the mind of today's advisory firms: is robo-advising right for me?

Defining and driving success

Matt Archer and Nina O'Neal are excited. They clearly see robo-advising as a fit for their young, forward-thinking business. However, as we listen to this conversation, it's clear that some vital questions remain. Perhaps the most critical: “How will you define success—and what measurements will drive it?”

A framework for strategic thinking

It's estimated that as many as 18% of RIAs* are planning to add robo-advising services to their firms over the next two years, and this episode provides great perspective on why this should be viewed as much more than a simple go/no-go decision. It also outlines key strategic questions you'll want to ask whenever you're weighing any new service or technology.

Technology and Relationships: Finding the Right Balance

As a financial advisor, you're in the relationship business. Like Matt Archer and Nina O'Neal of Archer Investments, you've built a practice based on credibility, respect and trust.

Robo-advising and other services

In Episode Four, Archer Investment's Nina O'Neal and Matt Archer meet with technology expert Aaron Klein. He provides guidance on specific functions, parameters and tiers of service, and that prompts Nina to push back.

Video Channels

Need a Makeover?

Tell us why and perhaps you and your practice will be featured next season.

Thank you for your submission.

Hi! Glad you're here and we hope you like all the great work we do here at Mopedia. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting It'll help us continue to serve you.

Yes, show me how to whitelist

Ad blocker detected. Please whitelist us or give premium a try.

Last News

lump sum pension calculator state farm growth fund morningstar ratings mutual funds inherited ira basis fxirx define hsa td ameritade ssi widows pension vanguard mutual fund portfolio siemens hewitt resources eaton vance floating rate i vanguard target retirement 2050 fund review franklin maryland tax free income fund the average 401k balance by age what is roth 401k vs 401k phone number for ssi wage reporting social security benefit for divorced spouse massachusetts mutual life insurance company annual report fidelity advisor technology fund class a social security benefits for ex spouses rbc wealth management chevy chase md can i get a lump sum from my pension how to enroll in 401 k funding a roth ira vanguard index fund admiral shares t rowe price health sciences fund morningstar franklin templeton total return bond fund charles schwab login for clients most valued baseball cards american century target date funds morgan stanley nyc headquarters chase bank ira rates charles schwab sign in online is transamerica life insurance good