The importance of real-life advisors vs. robo-advisors
Jacksonville’s Retirement Coach with Adam Wolf · Adam Wolf
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Show Notes
Adam Wolf discusses robo-advisors or AI chat bots that offer services. He explains how big financial firms use these and how sometimes these bots can be inaccurate. Adam also describes two areas he thinks that a real-life advisor is needed the most: developing an income plan from accounts that a spread all over, developing a tax strategy unique to a person. He also highlights four women in his office who either just joined the team or are celebrating work anniversaries and how they boost the customer experience at Wolf Retirement Navigation.
Ready to build your retirement plan? Visit https://wolfretirement.com/ or give us a call at 904-944-5828 to connect with Adam and his team today!
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