Six Steps to Conquer the Robo Advisors

Presented by

Doug Randall, CEO and Founder of Protagonist

About this talk

How Marketers at Traditional Asset Management Firms Can Win the Narrative Battle... or Lose It Robo advisor brands like Betterment and Wealthfront have disrupted the asset management landscape, particularly in certain segments like millennials. In this webinar, Doug Randall, CEO and Founder of Protagonist will illustrate how robo advisors have taken hold in the consumer's mind as well as examine consumer beliefs about investing today. From there, he'll walk through the narrative battle that's being waged between traditional asset management firms and the upstarts, showing the six steps that marketers at traditional firms will have to take if they hope to win. In this webinar you'll learn: - Six steps to winning any narrative battle - Key consumer beliefs around robo advisors - How traditional asset managers can leverage narratives to communicate more effectively, from marketing content to PR

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Protagonist helps marketers and communications executives communicate more effectively through a data-driven understanding of an audience's beliefs.