Friday, December 26, 2014

Fw: Virtual Advisor? Just Say No

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From: Financial Planning <financial-planning@email.financial-planning.com>
Date: Fri, 26 Dec 2014 08:36:40 -0500 (EST)
To: <mainandwall@comcast.net>
Subject: Virtual Advisor? Just Say No

 
 
 
Financial Planning
 
 
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Dec 26, 2014
 
 
 
 
Virtual Advisor? Just Say No
by DAVE GRANT
 
Digital tools are one thing, Dave Grant says -- but he has grave doubts about the future of totally remote financial planning relationships.
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