Working Alongside Robo-Advisers and 4 more must-reads for your business - FP Advance

Working Alongside Robo-Advisers and 4 more must-reads for your business

BY brett

Teaming up with robo advice and other reads | FP Advance

Winding down

As we head into the last weeks of the year it’s time to slow down and refresh your hard-working brain. Here are a collection of great must-read business articles we shared on FP Advance social media this November, to give you a new perspective and start you thinking about next year.

Great words about leadership and business from some great thinkers. Well worth a read.

A human touch in a digital world

Ryan W. Neal 

Pure Robo advice hasn’t quite become the threat some feared. However, hybrid robo-advisers are bridging the gap between automated advice and traditional advice by hiring financial advisers looking for an alternative career path.

Is this the future, and does it continue to drain the talent pool for traditional Financial Planning firms?

(Thanks to Michael Kitces sharing this one)

25 Powerful Commencement Speeches by Famous Women

Julie Ma

Who said this to graduating students?

“As you grow, you’ll realize the definition of success changes. For many of you, today, success is being able to hold down 20 shots of tequila. For me, the most important thing in your life is to live your life with integrity, and not to give into peer pressure; to try to be something that you’re not.”

To find out and read 24 other great commencement speeches from inspiring famous women, check this out. It’s awesome.

Perfectionists: Here are 5 Tips to Help You Be a Better Communicator

Susan Steinbrecher 

Perfectionists, here are 5 tips to help you be a better communicator. Worth a read if you err on the perfectionist side.

The Importance of a Meeting Rhythm


Here’s how to organise meetings in a way that allows you to spend minimal time “running your business” so you can spend most of your time working on your business.

Well worth six minutes of your time.

The 16 Best for Financial Advisors to Choose from in 2019

Michael Kitces

I’m a huge fan of advisers getting out of their usual environment and seeking ideas from abroad. In my opinion most of the best Financial Planning conferences happen in the US. As he does every year Michael Kitces handily summarises his 16 best conferences for next year so you can plan ahead.

You might notice one UK conference sneak into his list as well. Kudos to Paul Armson from The Back2Y conference.

Working Alongside Robo-Advisers and 4 more must-reads for your business this November. 


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ABOUT BRETT DAVIDSON When you work with FP Advance you work with me, Brett Davidson, directly. My motto is ‘advise better, live better’ and I practice what I preach. I’m straight talking and get to the heart of an issue quickly. There’s no beating about the bush, just a focus on helping things improve. Ask my clients – what I teach works.