Benefits of Working with a Financial Advisor vs. a Robo-Advisor - BankCents S3 Episode 2
Description
Season 3 Episode 2 of BankCents – The Podcast That Makes Sense of All Things Banking!
On this week’s episode, we’re diving into one of the hottest debates in personal finances: Human Financial Advisor vs. Robo Advisor. Greg Marantz and Shannon Jones, Financial Advisor with BOS Asset Management, compare the two types of advisors, what they do, how they differ, and why a traditional financial advisor is most suitable.
Introduction: 0:57
What is a Financial Advisor?: 2:04
What is a Robo-Advisor?: 2:54
Fiduciaries: 3:42
This podcast is for educational purposes.
Watch on YouTube: https://youtu.be/rltsRUpQavs
If you have questions about this topic, please contact Shannon Jones at shannon@bosassetmanagement.com.
BOS Asset Management, LLC is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual.
Music by FASSounds from Pixabay
United States
