The #value of a trusted adviser #investorseurope #roboadvisory | Robo-Advisors and Robo-Advisories |
My son, Tyler, is a pretty smart kid.He’s a proud graduate of Dorman High School, Wofford College, and is currently studying for his Master of Business Administration and Master of Public Health dual degrees at the University of California, Berkley. (I kid him by calling it Snowflake University.)And as with most young adults his age, he believes he possesses more wisdom than his words suggest.Recently we were talking about my practice, the business of financial advice.He told me that