
Leveraging Technology With Guest Ben Goss
The Perfect RIA
00:00
How to Balance Technology and Customer Relationships
Ben Cohen: How do we prevent advisors from getting distracted by technology? He says robo advice hasn't really shifted the needle in terms of assets and clients. "It is not something that is going to empathize with another human being," he adds. 'The human-to-human connection that advisors have is so powerful'
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Transcript


