Thanks so much for coming to my presentation for the Franklin Templeton Distributors 2015 National Sales Meeting!
Presentation Materials
Click the links/images below to download a copy of the presentation materials:
Further Reading/Materials:
Why Robo-Advisors Will Be No Threat to Real Advisors
The Advisor of the Future Is Not Human nor Robot, But Cyborg
How Technology is Turning the Typical Advisor AUM Fee Schedule Upside Down
Will Finacial Planners Be forced to Reduce or Unbundle AUM Fees as the Price of Beta Goes to Zero?