Read More By Deborah Nason Peter Creedon of Crystal Brook Advisors agrees. His firm has been beta testing TradePMR’s new platform EarnWise. Creedon believes robos are simply tools to free up the advisor’s time for more sophisticated jobs. By delegating rote tasks to them, he can instead focus on: Goal setting Estate planning Retirement planning […]
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“Entrepreneurs may or may not be wealthier than other clients, but they are driven,” said Peter Creedon, chief executive at Crystal Brook Advisors.
“I have found working with entrepreneurs or self-employed individuals is challenging, takes time and is very rewarding,” he added. “As an entrepreneur myself, I can relate to the highs, the lows and everything else.”
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