<p>Should RIAs offer an automated investing Robo-Advisor service? What are the pros and cons? How should you price the service? Will it cannibalize your existing clients?</p> <p>In today's show, Tina Powell and I discuss how she launched automated investing Robo-Advisor SheCapital and why they kept it separately branded from the large RIA that she was affiliated with. We also discuss the difficulties in gaining traction with a Robo-Advisor and how that led to her shutting down SheCapital after just about one year in business.</p>

Should RIAs offer an automated investing Robo-Advisor service? What are the pros and cons? How should you price the service? Will it cannibalize your existing clients? In today's show, Tina Powell and I discuss how she launched automated investing Robo-Advisor SheCapital and why they kept it separately branded from the large RIA that she was affiliated with. We also discuss the difficulties in gaining traction with a Robo-Advisor and how that led to her shutting down SheCapital after just about one year in business.

SheCapital founder Tina Powell on the 'how' and 'why' of starting a Robo-Advisor

Host Steve Sanduski, CFP® is the founder of two financial services companies, a New York Times bestselling author, podcast host, executive coach, and speaker. Through interviews with top achievers and visionary voices, Between Now and Success brings you the strategies, tips, and tools you need to succeed at the intersection of business and life. In each episode, Steve's guests open up and share their journey and the lessons they learned on their road to the summit. So rope up and get "On Belay" as we climb the summit to success together.

Share SheCapital founder Tina Powell on the 'how' and 'why' of starting a Robo-Advisor

Sign up to save your podcasts

SheCapital founder Tina Powell on the 'how' and 'why' of starting a Robo-Advisor

SheCapital founder Tina Powell on the 'how' and 'why' of starting a Robo-Advisor

More shows like Between Now and Success

Masters in Business

The Dividend Cafe

Capital Ideas Podcast

At The Table with Patrick Lencioni

Barron's Advisor

SmartLess