Stephen and Kevin Show Episode 21: Tom Kimberly, Betterment Institutional, Robo-Advisors
When most advisors hear the words “robo-advisor” they cringe. They envision direct-to-consumer platforms that have been threatening to disrupt the financial services industry for the past few years.
But Betterment Institutional offers a robo-advisors-for-advisors solution that is getting some major traction. Enjoy our latest episode of The Stephen and Kevin Show where we interview Tom Kimberly, the General Manager of Betterment Institutional and discuss…
∙How the BI platform works.
∙The value of an advisor offering a largely self-service automated investment solution.
∙The advisors who use BI across their whole client base vs. using it with a subset of smaller clients.
∙The fee structure advisors use for this type of service.
→ 1:17 What is Betterment Institutional?
→ 2:36 What kind of interaction does the client have with Betterment Institutional versus a regular advisor?
→ 3:50 How do you explain to clients that investment management isn’t the biggest trend anymore?
→ 6:00 Do you see this solution being used with only smaller clients or across the spectrum?
→ 8:50 What are the costs for Betterment Institutional?
→ 9:30 How have you seen advisors charge for the services?
→ 11:00 Many advisors are rethinking how robo-advisors are affecting their business.
→ 13:00 Where can you go to learn more about Betterment Institutional?
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