Winning Against Robo-Advisors: The Power of Human-Centered Financial Planning with James Alexander

How do we (financial advisors) differentiate ourselves in an era of robo-advisors and automated investing? In this episode, I sat down with James Alexander, a badass FA and CFP, to break down the human element of financial planning and why psychology, tax strategy, and relationship-building matter more than ever.
James shares his insights on:
✅ How to create a value proposition that goes beyond investment management.
✅ The psychological side of financial advising and why clients need more than just numbers.
✅ The power of niche marketing and how targeting a specific audience can skyrocket your success.
✅ His transition from a broker-dealer to an RIA-what he learned and why it was the right move.
✅ The best networking, branding, and referral strategies for growing your practice.
If you’re looking for ways to stand out, build a strong referral network, and become a true problem-solver for your clients, this episode is for you.
Connect with James:
💼 Learn more about James Alexander & Edge Financial Advisors edgefa.com/abo...
📞 Contact James directly: 224-623-2524
🎙 Listen to his podcast: Ed’s Edge edgefa.com/eds...
Love this episode? Leave a review and let us know what your biggest takeaway was! And if you’re a financial advisor looking for strategies to grow your business, DM me on Instagram @thefinancialadvisoracademy-I’d love to hear from you