Good news for humans. Looks like the emotional jobs we’ve been chatting about now have some new data to back them up.
"...across all generations, wealth levels, and advice-delivery types, clients suggest that human, financial advisors should consider automation to outsource portfolio construction (for example, tax management, diversification, and performance) and functional tasks (such as account setup and consistent monitoring). This is good news for advisors as it will allow them to scale technology to their entire client base. Investors also agree that human advisors excel in helping them achieve financial success and providing emotional peace of mind. By outsourcing portfolio construction and functional tasks, advisors can scale their business models and focus on delivering uniquely human skills."
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The New Vanguard Study 🤔. What functional and emotional jobs stay, and which ones do computers take from you?
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Good news for humans. Looks like the emotional jobs we’ve been chatting about now have some new data to back them up.
"...across all generations, wealth levels, and advice-delivery types, clients suggest that human, financial advisors should consider automation to outsource portfolio construction (for example, tax management, diversification, and performance) and functional tasks (such as account setup and consistent monitoring). This is good news for advisors as it will allow them to scale technology to their entire client base. Investors also agree that human advisors excel in helping them achieve financial success and providing emotional peace of mind. By outsourcing portfolio construction and functional tasks, advisors can scale their business models and focus on delivering uniquely human skills."
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