Ric Edelman

The client isn't going to care.

Clients already know you're using tech software.

They don't care.

What they want is from you is not only the relationship and development, but also the analysis of how does all this noise, how does all this information, all this data apply to me in my life?

And let's remember that the overwhelming majority of people in this country, all around the world,

don't care about money.

They don't like the subject of money.

They're intimidated by the subject.

They're busy doing other things.

They have preferences in other areas.

They don't want to have to go to a chat bot to get answers.

They don't want to go online to ask questions.

They want it handed to them.

And that's what you as the personal human advisor can do, saying, I got this.

Don't worry about it.

Remember when everybody was fearful that...

Wealthfront and Betterment were going to put us all out of business.

Well, you and I laughed at that in real time.

Exactly.

And today they have CFPs on staff, you know, humans.