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Advisors: How to Make Robo Technology Work for You

by Peter J. Creedon


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
  • Debt management
  • Risk tolerance management
  • Behavioral coaching
  • Holistic planning
  • Handling sudden life changes such as divorce, death, and bankruptcy


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