Industry News

CIFPs 2015: Beat the robo-advisor competition

Interview of Shawn Brayman |

Shawn Brayman, president, PlanPlus Inc., explains how to outsmart robo-advisors by redefining your value proposition and billing model, focusing on areas where you can add value, and helping clients avoid doing the wrong thing at the wrong time. He spoke at the CIFPs 2015 annual conference in Vancouver.