Within the Automation Evolution?
Let's take a look at a quick case study: Bill Pay.
Can you remember what we used to do before Bill Pay was offered through banks? Writing a check and dropping it in the mail was such as an easier process. Then Bill Pay came along and cut out the need to mail and address bills. At first, Bill Pay seemed like a more difficult option because it required us to set up accounts, but over time we adapted.
Just like Bill Pay, as financial advisors, we need to adapt.
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Matt Reiner is an author, CEO and co-founder of financial technology firm Benjamin, and a Managing Partner at Capital Investment Advisors in Sandy Springs, Georgia. He hosts the Bridging the Gap podcast and Roundtables.