{"id":14092,"date":"2017-06-13T16:02:16","date_gmt":"2017-06-13T23:02:16","guid":{"rendered":"https:\/\/insights.fmgsuite.com\/?p=14092"},"modified":"2023-07-07T10:45:54","modified_gmt":"2023-07-07T17:45:54","slug":"implement-robo","status":"publish","type":"post","link":"https:\/\/7e78e84f-a80e-4b05-ba90-7dd3f9d29edc.express.conves.io\/implement-robo\/","title":{"rendered":"5 Things to Do Before Implementing a Robo-Advisor Strategy"},"content":{"rendered":"<p dir=\"ltr\"><span style=\"font-weight: 400;\">Robo-advising technologies are gaining more and more traction, and how to effectively market them has become a question many financial advisors are asking. Meaning that robo-advisory in wealth management is becoming more and more prevalent. Marketing robo-platforms is tricky because you want to highlight the advances of technology while also emphasizing your own value. It&#8217;s also important to acknowledge robo advisory in wealth management.<\/span><\/p>\n<p dir=\"ltr\"><span style=\"font-weight: 400;\">Here are five things to do before implementing a robo-advisor strategy:<\/span><\/p>\n<h2 dir=\"ltr\">Understand the Different Types of Robo-Advising Technology<\/h2>\n<p dir=\"ltr\"><span style=\"font-weight: 400;\">Not all robo are built the same, and deciphering which platform is best for you is the first step in implementing these strategies. <\/span><a href=\"http:\/\/www.iris.xyz\/network\/implementing-robo-advisor-strategy\"><span style=\"font-weight: 400;\">This article<\/span><\/a><span style=\"font-weight: 400;\"> from IRIS does a good job of laying out the basic types of robo-technology options. Here is a quick synopsis:<\/span><\/p>\n<ul>\n<li dir=\"ltr\" style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">For advisors looking for complete customization and maximum control, you can <\/span><strong>build a robo-advisor from scratch<\/strong><span style=\"font-weight: 400;\">. The cons of this option are that it is the most costly and will require professional help from an IT expert.<\/span><\/li>\n<li dir=\"ltr\" style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">If you would like to remain in charge of your technology\u2019s look and feel, you may consider <\/span><strong>building a robo-advisor front-end and using APIs to tie in an existing BD<\/strong><span style=\"font-weight: 400;\">. This option will still need guidance from an IT team, but it is a less expensive option than building something from scratch.<\/span><\/li>\n<li dir=\"ltr\" style=\"font-weight: 400;\"><strong>Integrate third-party software into your website<\/strong><span style=\"font-weight: 400;\">, such as Riskalyze and eMoney Advisor. This option gives advisors the least amount of customization options but is also the easiest and the cheapest.<\/span><\/li>\n<\/ul>\n<h3 dir=\"ltr\">Choose the Technology Platform That Is Right for Your Firm<\/h3>\n<p dir=\"ltr\"><span style=\"font-weight: 400;\">After understanding the basics of robo-platforms, you should choose which one is best for you. What do you want to accomplish with this offering? What benefit does it provide your clients? These are good questions to get you started in your search for the perfect robo.<\/span><\/p>\n<p dir=\"ltr\"><span style=\"font-weight: 400;\">Some of our favorites, and ones that can easily be integrated into our FMG Suite sites, include <\/span><a href=\"https:\/\/www.riskalyze.com\/\"><span style=\"font-weight: 400;\">Riskalyze<\/span><\/a><span style=\"font-weight: 400;\">, <\/span><a href=\"http:\/\/www.emoneyadvisor.com\/\"><span style=\"font-weight: 400;\">eMoney Advisor<\/span><\/a><span style=\"font-weight: 400;\">, <\/span><a href=\"https:\/\/www.hiddenlevers.com\/\"><span style=\"font-weight: 400;\">HiddenLevers<\/span><\/a><span style=\"font-weight: 400;\">, <\/span><a href=\"https:\/\/nesteggguru.com\/\"><span style=\"font-weight: 400;\">Nest Egg Guru<\/span><\/a><span style=\"font-weight: 400;\">, and <\/span><a href=\"https:\/\/www.advizr.com\/\"><span style=\"font-weight: 400;\">Advizr<\/span><\/a><span style=\"font-weight: 400;\">. <\/span><\/p>\n<h3 dir=\"ltr\">Market Your Technology In a Client-Centric Way<\/h3>\n<p dir=\"ltr\"><span style=\"font-weight: 400;\">You may have been drawn to the robo-tech of your dreams because of its fancy bells and whistles, a long list of features, and the nitty-gritty details of what makes it great. But when marketing the platform to your clients, put yourself in their shoes. At the end of the day, they might not care about what makes your tech the hottest on the market. They care about how it will benefit them and help them pursue their goals.<\/span><\/p>\n<p dir=\"ltr\"><span style=\"font-weight: 400;\">This is the position that the majority of your marketing materials should take \u2013 client-centric and focused on their needs. For example, eMoney provides clients the opportunity to see a living, breathing financial plan. There are plenty of features that you could list on your site, but simple is better and you only need to answer one question: how does this piece of technology help your clients?<\/span><\/p>\n<h3><strong>Highlight the Complementary Relationship Between Humans and Computers<\/strong><\/h3>\n<p dir=\"ltr\"><span style=\"font-weight: 400;\">Many financial advisors struggle with marketing their robo-advisory services because they don\u2019t want to devalue themselves. You may think, \u201cIf I have risk tolerance software on my site, why wouldn\u2019t a client just use that?\u201d<\/span><\/p>\n<p dir=\"ltr\"><span style=\"font-weight: 400;\">But on the contrary, having a robo-offering actually complements your firm. Then, your clients can enjoy the concierge, the high-touch support of a human advisor, and the efficiency of technology. When marketing this offering, highlight this advantage and how your financial advising clients can enjoy the best of both worlds.<\/span><\/p>\n<h3 dir=\"ltr\">Know How Other Advisors Are Using Their Robo-Technologies<\/h3>\n<p dir=\"ltr\"><span style=\"font-weight: 400;\">The best way to get started implementing a robo-advisor strategy is to see how other financial advisors are marketing similar offerings.<\/span><\/p>\n<p dir=\"ltr\"><span style=\"font-weight: 400;\">Eric Flaten of ePersonal Financial offers his technology as a <\/span><a href=\"http:\/\/www.epersonalfinancial.com\/p\/epersonal-fintech-program\"><span style=\"font-weight: 400;\">FinTech Program<\/span><\/a><span style=\"font-weight: 400;\">, a more affordable program for younger investors. Here, he emphasizes the value of working with a financial advisor but also highlights the advantages of using technology to streamline the process.<\/span><\/p>\n<p dir=\"ltr\"><a href=\"http:\/\/www.andremarshall.com\/\"><span style=\"font-weight: 400;\">Andre Marshall<\/span><\/a><span style=\"font-weight: 400;\"> likes to call his client dashboard the Financial Butler tool, a fun way to rebrand a third-party software to something that aligns with his firm and values. Through this Financial Butler, Andre explains in his marketing materials how it helps his clients.<\/span><\/p>\n<p dir=\"ltr\"><span style=\"font-weight: 400;\">Lastly, we have countless financial advisors on our platform that integrate buttons and widgets on their homepage to generate leads and information about their website visitors (to read more about lead generation, check out our <\/span><a href=\"https:\/\/insights.fmgsuite.com\/market-in-motion\/lead-gen-cheat-sheet\/\"><span style=\"font-weight: 400;\">comprehensive guide<\/span><\/a><span style=\"font-weight: 400;\">!).<\/span><\/p>\n<hr \/>\n<h2 style=\"text-align: center;\"><span style=\"color: #2d69ff;\">Save Time with Powerful Marketing Automation<\/span><\/h2>\n<div class=\"elementor-element elementor-element-12c991c animated-slow elementor-widget elementor-widget-text-editor animated fadeIn\" data-id=\"12c991c\" data-element_type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;}\" data-widget_type=\"text-editor.default\">\n<div class=\"elementor-widget-container\">\n<div class=\"elementor-element elementor-element-59daf30 animated-slow elementor-widget elementor-widget-text-editor animated fadeIn\" data-id=\"59daf30\" data-element_type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;}\" data-widget_type=\"text-editor.default\">\n<div class=\"elementor-widget-container\" style=\"text-align: center;\">\n<div class=\"elementor-element elementor-element-12c991c animated-slow elementor-widget elementor-widget-text-editor animated fadeIn\" data-id=\"12c991c\" data-element_type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;}\" data-widget_type=\"text-editor.default\">\n<div class=\"elementor-widget-container\">\n<div class=\"elementor-element elementor-element-7029cc5 animated-slow elementor-widget elementor-widget-text-editor animated fadeIn\" data-id=\"7029cc5\" data-element_type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;}\" data-widget_type=\"text-editor.default\">\n<div class=\"elementor-widget-container\">\n<div class=\"elementor-element elementor-element-810c0f1 animated-slow elementor-widget elementor-widget-text-editor animated fadeIn\" data-id=\"810c0f1\" data-element_type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;}\" data-widget_type=\"text-editor.default\">\n<div class=\"elementor-widget-container\">\n<div class=\"elementor-element elementor-element-12c991c animated-slow elementor-widget elementor-widget-text-editor animated fadeIn\" data-id=\"12c991c\" data-element_type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;}\" data-widget_type=\"text-editor.default\">\n<div class=\"elementor-widget-container\">\n<div class=\"elementor-element elementor-element-7029cc5 animated-slow elementor-widget elementor-widget-text-editor animated fadeIn\" data-id=\"7029cc5\" data-element_type=\"widget\" data-settings=\"{}\" data-widget_type=\"text-editor.default\">\n<div class=\"elementor-widget-container\">\n<p>Set it and forget with our pre-built campaigns that automatically trigger beautifully-designed emails, social posts, newsletters, birthday greetings, and more.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p class=\"hero\" style=\"text-align: center;\"><span style=\"color: #2d69ff;\"><a class=\"btn\" style=\"color: #2d69ff;\" href=\"https:\/\/fmgsuite.setupwp.io\/features\/marketing-automation\/\" target=\"_blank\" rel=\"noopener noreferrer\">Find Out More Here<\/a><\/span><\/p>\n<hr \/>\n<p><!-- This site is converting visitors into subscribers and customers with OptinMonster - http:\/\/optinmonster.com :: Campaign Title: Blog Signup --><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Robo-advising technologies are gaining more and more traction, and how to effectively market them has become a question many financial [&hellip;]<\/p>\n","protected":false},"author":29,"featured_media":14093,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"content-type":"","om_disable_all_campaigns":false,"inline_featured_image":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[205],"tags":[120,233,56],"class_list":["post-14092","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-lead-generation","tag-marketing-automation","tag-marketing-best-practices","tag-robo-advisors"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v24.9 (Yoast SEO v26.2) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>5 Things to Do Before Implementing a Robo-Advisor Strategy | FMG<\/title>\n<meta name=\"description\" content=\"Financial advisors are using more robo advisories in wealth management. 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