Sentences with phrase «trust a human advisor»

Large segments of millennials also simply don't trust human advisors.

If you need a comprehensive financial plan or want help coping with a market meltdown, you're likely to want to turn to a trusted human advisor with high levels of financial expertise but also human qualities like communication skills and empathy.

While the robo - advisor retains full responsibility for managing the investments and matching the client to the appropriate portfolio, the financial planner might fill the role of trusted human advisor who can prepare an in - depth financial plan but also counsel clients about all aspects of their finances.

Not exact matches

Wealthfront is banking on the belief that smart, math - savvy millennials — whose net worth, according to the company, is projected to reach $ 7 trillion in the next five years — will trust the company's algorithms to manage their money better than a more expensive, human advisor.

This lets these companies promote themselves to a much broader segment of the market, such as millennials who might be otherwise averse to place their trust and their money into a human advisor's hands.

Instead, the technical and emotional guidance that only a trusted, human advisor (as opposed to robo - advisors, for instance) can offer to investors who are attempting to undertake the complex job of coordinating the accumulation, distribution and transfer of their wealth, is invaluable — particularly in an environment that is likely to deliver lower returns and higher volatility than investors have grown accustomed to recently.

We regularly consult our trusted network of accountants, business advisors and human resource professionals to ensure that our legal advice is placed in the business context.

As such, I concluded that, while technology could replace certain aspects of lawyering, the legal advice and advocacy of a trusted advisor was a decidedly human factor that was irreplaceable.

Whether you don't trust the «robo» part of robo - advisor or you just want a human being to walk you through your retirement plan, you can talk to a financial advisor at Wealthsimple for no extra cost.

Trusted advisor offering competent and confidential human resources and employment law expertise to business leaders.

Recognized as a trusted advisor to the executive and leadership teams and has successfully built and led Human Resource teams that focused on the recruiting and retention of key talent that drives business return of people investment.

Office Manager — Duties & Responsibilities Manage office operations for a variety of businesses and not for profit institutions Serve as trusted advisor to senior leadership and member of various advisory committees Train and supervise large staffs ensuring they understand the brand and adhere to corporate protocols Build and strengthen professional relationships with clients, partners, vendors, and senior leadership Set and strictly enforce departmental budgets and project timelines ensuring efficient operations Create and oversee various fundraisers including all logistics, staffing, and marketing Design and implement employee development curriculum enhancing team morale and skill sets Perform human resource functions including recruitment, discipline, termination, and benefit administration Represent the company at public speaking engagements building community respect and goodwill Responsible for material procurement valued in excess of $ 10 million and an additional $ 20 million in inventory Reduce yearly operational costs by more than $ 1 million through effective management techniques Negotiate and administer contracts with vendors and partners ensuring favorable and profitable conditions Oversee all corporate hardware and software purchases, database management, and other IT functions Assist with marketing, sales, and customer service initiatives resulting in significant revenue gains Maintained accurate and secure client records, sales reports, and other pertinent data Represent company brand with poise, integrity, and positivity

Of course, this means our role has changed significantly, as we shift into more of a trusted advisor, the human being to assist homebuyers and sellers in putting all of the decision pieces together.