Practice Makeover: Season 4

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

Episode 7: What did we learn about going robo?

January 11, 2016 | 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.

Episode 6: More than robo: 'This was a complete practice makeover'

January 07, 2016 | Runtime: 12:17

Adding a robo-platform has meant a total overhaul at Archer Investment Management. Three months after we first met them, Matt Archer and Nina O'Neal return to tell us about their progress. What can you learn from their journey?

Episode 5: I would do anything for robo (but I won’t do that)

December 17, 2015 | Runtime: 7:03

Despite their best intentions, coaches and consultants often give advice that advisers have no intention of following. Find out what Matt Archer and Nina O’Neal plan to do, and what they plan to ignore, as they implement a robo-platform.

Episode 4: Does adding a robo mean reshaping your practice?

December 01, 2015 | Runtime: 11:32

You have built a practice the old-fashioned way: one client at a time. Would you be willing to scale your business if it meant changing your approach? Find out how Matt Archer and Nina O'Neal react when they are asked to make some alterations.

Episode 3: The overwhelming realities of adding a robo-platform

November 22, 2015 | Runtime: 11:02

Adding a robo-element means more than flipping a switch. In this episode, coach Ray Sclafani asks advisers Matt and Nina some serious questions that give Matt more confidence in moving ahead with a robo, and open Nina’s eyes to the challenges ahead.

Episode 2: How to build a thriving robo practice

November 05, 2015 | Runtime: 8:01

Adding a robo-platform and succeeding with a robo-platform are two very different things. Aaron Klein and Ray Sclafani offer advice on how to create a profitable practice with a robo-arm.

Episode 1: To be or not to be a robo-advisory practice

October 22, 2015 | Runtime: 4:52

Over the past five years, robo-advisers have taken the financial services industry by storm. Are they a threat to the average adviser, or an opportunity? We invaded a small practice in Raleigh, N.C., to give them a practice makeover — robo-style.

 
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