The Winners' Guide to Competing with Robo-Advisors

What are "robo-advisors"?

Automated wealth management services that● Give portfolio management

advice based on calculations & algorithms

● Manage tasks like asset balancing & dividend reinvestment

What are robo-advisors?

Why are so many investors turning to robo-advisors?

Robo-advisors can automatically generate a 'tailored portfolio' based on

investor's needs with a few clicks.

Simple Asset Allocation

1.

24/7 monitoring of performance and ability to set pre-programmed triggers to automate decision-

making.

Intelligent triggers

2.

Automated notifications and alerts constantly keep investors up-to-date.

Instant notifications

3.

Savings are especially attractive for investors with low value portfolios and basic needs.

Low fees

4.

What can you do that a robot will never match?

1.Detect sentimentYou can draw on your experience, insights and emotional connection to understand investors' preferences, fears and goals.

2.Assuage anxietiesYou can draw on your experience and knowledge to guide your clients through potential crises.

3.Be proactiveUse your skills and flexibility to suggest products and ensure they are a perfect fit for your investors.

4.Be reactiveBuild a relationship with your investors and be there for them when something happens.

Your COMPETITIVE ADVANTAGE over robo-advisors:

RELATIONSHIP & TRUST

How to build trust and rapport before you even meet your clients?Focus your efforts of SHOWING,

rather than TELLING you know your stuff.

Next phase of relationship marketing: GROWING that trust

3 Technologies that can help you win the robo-war

Customer Relationship Management (CRM)

systems

List Segmentation Software

Communication Tools

Technology 1:CRM SystemsFirst, be human - Get a complete picture of your investor's goals, preferences and risk profile

Good CRM tools help to organize these information about your investors and track important events, which is when you can add value.

Offer personalized, proactive service and ongoing guidance

Technology 2:List Segmentation SoftwareRefrain from spamming your investors with irrelevant information.

Good list segmentation tools help to sort your contacts into groups, which you can send targeted messages to.

Good list segmentation tools also provide analytics that provide you insights into their interests, allowing you refine your messages.

Technology 3:Communication ToolsSocial media: One of the best ways to build rapport and demonstrate expertise in early stage of relationship

Once investors engage your service, a more personal communication channel is needed.

An online messaging service (not emails or phone calls) allows a free, easy and quick way for investors to reach you

You can win by your...

● Expertise○ Strong online profile, evidence of

knowledge● Intentions

○ Being customer-centric and knowing when to be there for investors

● Guidance○ Being proactive with tailored advice

Digital technology helps you build your reputation for service, reliability and value.

How can Dragon Wealth help?

How do I add value to my clients every day?

Who are the prospects to follow up with today?

How many people responded?

Meet-up? Insights? Articles?Events?

custom contentinterested in building good relationships

78% Inbound marketing

54%

Client behavior

providingare

Financial Advisors: Increase sales and boost client loyalty

Targeted content

of consumers believe businesses

results in

more leads

than traditional outbound practices

Event driven interaction

& insights

Companies that lead management

automate

see a ≥10%increase in revenuein 6-9 months