Practice Makeover: The realities of adding a robo-platform

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Adding a robo-element to your practice means much more than flipping a switch. In this episode, renowned consultant, Ray Sclafani asks advisers Matt and Nina some serious questions that give Matt more confidence in moving ahead with a robo, and open Nina’s eyes to the challenges ahead.  Click here to watch episode three and stay tuned as they put ideas into action with Autopilot!