How can financial advisers amplify their
value? Read our 2020 Value of an Adviser
Report to learn more.
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We focus on the value of financial advisers. Your clients are your most persuasive advocates. Helping them understand the value you deliver is key. Let's make that easier.
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2020 Value of an Adviser Report. The results are in.
In our 2020 edition, our report shows that the value a financial adviser delivers to clients, including when it comes to behavioural coaching, exceeds the fee they typically charge. But by how much?
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Why work with a financial adviser?
Because that relationship may be one of your best investments.
Read ArticleThe Value of an Adviser formula
Cumulative value of the various services offered by a typical financial adviser
Appropriate Asset Allocation
+
Behavioural mistakes
+
Cost of cash
+
Expertise in additional wealth management
services
+
Tax-effective Investing
=
VALUE
Featured insights from our experts
Appropriate
Asset Allocation
Asset Allocation
Disciplined investing and asset allocation strategy – Be proactive in your client conversations.
PODCASTBehavioural
mistakes
mistakes
A financial adviser can help steer investor behaviour to avoid potentially costly mistakes.
PODCASTCost of
cash
cash
When it comes to investing through crises, are investors better off in the market or in cash? A look at 4 scenarios.
PODCASTExpertise in additional wealth management services
Tax-effective
Investing
Investing
A key opportunity for Advisers to showcase their value with their clients is in proactively managing a client’s investment tax experience – here’s how.
PODCASTAdvisers, ready to take the next step? We're here to help.
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