Riskalyze Blog

Helping Advisors Empower Fearless Investing.

Practice Makeover: More than robo: 'This was a complete practice makeover'

How far would you go for robo? Matt and Nina switched broker dealers to implement Autopilot and couldn’t be happier.  Adding a robo-platform has meant a total overhaul at Archer Investment Management. Three months after we first met them, Matt Archer and Nina O'Neal return to tell us about…


Practice Makeover: The realities of adding a robo-platform

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…