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Stephen and Kevin Show Episode 21: Tom Kimberly, Betterment Institutional, Robo-Advisors

When most advisors hear the words "robo-advisor" they cringe. They envision direct-to-consumer platforms that have been threatening to disrupt the financial services industry for the past few years.

But Betterment Institutional offers a robo-advisors-for-advisors solution that is getting some major traction.  Enjoy our latest episode of The Stephen and Kevin Show  where we interview Tom Kimberly, the General Manager of Betterment Institutional and discuss...

  • How the BI platform works.
  • The value of an advisor offering a largely self-service automated investment solution.
  • The advisors who use BI across their whole client base vs. using it with a subset of smaller clients.
  • The fee structure advisors use for this type of service.

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Stephen Boswell and Kevin Nichols are coaches with The Oechsli Institute, a firm that specializes in research and training for the financial services industry. @StephenBoswell @KevinANichols

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