56 % of Americans want their finances managed by a mix of people , robo-advisors and other technological tools , preserving the central role of human advisors .
Maximizing the human advantage
Most Americans still assign strong advantages to human advisors over robo-advisors . Yet , with the internet now the go-to source of information on all subjects , we must effectively deploy digital tools to earn the chance to work our advantages . This includes simple offerings like online appointment booking and digital file transfers to accountants and other partner professionals . But the most successful advisors will go further , offering online platforms that allow clients to build their own financial projections based on their current or ideal savings .
Top perceived benefits of working with human advisors over robo-advisors
66 % 65 %
Can establish trust / build relationship
Ease of communication
High levels of human interaction
We must also grapple with concerns Americans express about human advisors . MDRT survey respondents ’ top concerns for working with human advisors over robo-advisors are personal or financial security breaches .
Top perceived concerns about working with human advisors over robo-advisors