Can Robo-Advisors Help Financial Planning Professionals?
Next Gen Mentoring Forum
Chi-Li Chien, PhD, will interview Jason McCarley, professor at Oregon State University, on “Can Robo-Advisors Help Financial Planning Professionals?”
The growth of FinTech helps both consumers and financial planning professions in many ways. Financial planning professionals establish relationships and trust over time. They guide their clients through their financial journeys. The use of Robo-Advisor is on the rise and is a part of many financial planning professionals’ offerings. In this session, we will discuss the following questions:
- What are some inherent biases that could harm consumers?
- What are the variables that influence automation trust and dependence?
- How to overcome these biases?
- How to prevent these biases?
Register now, and you will receive a confirmation email containing information about joining the meeting. This is a webinar you won’t want to miss!
Register by April 19
Sponsored By
Financial Planning ProgramContact
Yvanna Herrera
yherrera@callutheran.edu
805-493-3678
Website