The Archives at the Factory

Why Do I Do What I Do?

I recently had a Jerry Maguire moment in my business. For many people their Jerry Maguire moment occurs when they take a leap of faith and go out on their own. Like the famous scene where Tom Cruise walks out of the office with the goldfish after yelling Show Me the Money! My Jerry Maguire moment had more to do with the core of what Jerry was getting at in his written manifesto (Its not a memo). He wanted to have more meaningful relationships with his clients. He felt the business had become too focused on the wrong things and they had lost sight of what they really did as agents.

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Episode 2: Attack of the PCs

Not really but I needed a catchy title in the vein of my Star Wars inspired homage.

In Episode 1, we looked at the fascinating, so called, “robo-advisors” and defined what they are. To build on onto what was laid out last time, we are going to look at what they do and who might benefit from such a construct.

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Episode 1: The Rise of the Algorithms

There has been a lot of discussion recently about so called robo-advisors like Wealthfront and Betterment. But what is a robo-advisor, really? Are there any real benefits from such, and is such a construct even legal? I am going to write several pieces looking at this issue in more detail but I wanted to hit on a few points in this piece.

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