The following discussion between two FP Transitions experts, Marcus Hagood and Douglas Kreft, focuses on the opportunities robo advisors present for financial advisors to emphasize their value proposition and expand their client bases. With investment management technology at investors’ fingertips, are we seeing a precursor of a larger threat to advisor services in coming years? Watch the video to see what Douglas and Marcus have to say about it below.

Disclaimer: The views and opinions expressed in the video are those of the subjects herein.