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1. The Winners' Guide to
Competing with
Robo-Advisors

2. What are "robo-advisors"?

3. Automated wealth management
services that
● Give portfolio management
advice based on calculations &
algorithms
● Manage tasks like asset balancing
& dividend reinvestment
What are robo-advisors?
Why are so many investors
turning to robo-advisors?

4. Robo-advisors can automatically
generate a 'tailored portfolio' based on
investor's needs with a few clicks.
Simple Asset Allocation
1.

5. 24/7 monitoring of performance and ability to set
pre-programmed triggers to automate decision-
making.
Intelligent triggers
2.

6. Automated notifications and alerts
constantly keep investors up-to-date.
Instant notifications
3.

7. Savings are especially attractive for investors
with low value portfolios and basic needs.
Low fees
4.

8. What can you do that a robot
will never match?

9. 1.Detect sentiment
You can draw on your experience, insights and emotional
connection to understand investors' preferences, fears and goals.

10. 2.Assuage anxieties
You can draw on your experience and knowledge to guide your
clients through potential crises.

11. 3.Be proactive
Use your skills and flexibility to suggest products and ensure they
are a perfect fit for your investors.

12. 4.Be reactive
Build a relationship with your investors and be there for them
when something happens.

13. Your
COMPETITIVE ADVANTAGE
over robo-advisors:
RELATIONSHIP
& TRUST

14. How to build trust and rapport before you even meet your clients?
Focus your efforts of SHOWING,
rather than TELLING you know your stuff.

15. Next phase of relationship marketing: GROWING that trust

16. 3 Technologies
that can help you win the robo-war
Customer Relationship
Management (CRM)
systems
List Segmentation
Software
Communication
Tools

17. Technology 1:
CRM Systems
First, be human - Get a complete
picture of your investor's goals,
preferences and risk profile
Good CRM tools help to organize
these information about your
investors and track important
events, which is when you can add
value.
Offer personalized, proactive service
and ongoing guidance

18. Technology 2:
List Segmentation
Software
Refrain from spamming your investors
with irrelevant information.
Good list segmentation tools help to
sort your contacts into groups, which
you can send targeted messages to.
Good list segmentation tools also
provide analytics that provide you
insights into their interests, allowing
you refine your messages.

19. Technology 3:
Communication Tools
Social media: One of the best ways to
build rapport and demonstrate
expertise in early stage of relationship
Once investors engage your service, a
more personal communication
channel is needed.
An online messaging service (not
emails or phone calls) allows a free,
easy and quick way for investors to
reach you

20. You can win by your...
● Expertise
○ Strong online profile, evidence of
knowledge
● Intentions
○ Being customer-centric and
knowing when to be there for
investors
● Guidance
○ Being proactive with tailored advice
Digital technology helps
you build your reputation
for service, reliability and
value.

21. How can Dragon Wealth help?

24. How do I add value to
my clients every day?
Who are the prospects to
follow up with today?
How many
people responded?
Meet-up?
Insights?
Articles?
Events?

25. custom content
interested in building good
relationships
78% Inbound marketing
54%
Client behavior
providing
are
Financial Advisors:
Increase sales and boost client loyalty
Targeted content
of consumers
believe businesses
results
in
more
leads
than traditional outbound
practices
Event driven
interaction
& insights
Companies that
lead management
automate
see a
≥10%increase in revenue
in 6-9 months