VALUE

 

How can financial advisers amplify their
value? Read our 2020 Value of an Adviser
Report to learn more.

Let's help demonstrate the value of advice

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.

How do you compare?

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?

See the 2020 numbers.

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Why work with a financial adviser?

Because that relationship may be one of your best investments.

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The Value of an Adviser formula
Cumulative value of the various services offered by a typical financial adviser

A
Appropriate Asset Allocation
+
B
Behavioural mistakes
+
C
Cost of cash
+
E
Expertise in additional wealth management
services
+
T
Tax-effective Investing
=
VALUE

Featured insights from our experts

A
Appropriate
Asset Allocation

Disciplined investing and asset allocation strategy – Be proactive in your client conversations.

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B
Behavioural
mistakes

A financial adviser can help steer investor behaviour to avoid potentially costly mistakes.

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C
Cost of
cash

When it comes to investing through crises, are investors better off in the market or in cash? A look at 4 scenarios.

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E
Expertise in additional wealth management services

Make sure your clients consider what those professional hours are worth.

PODCAST
T
Tax-effective
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.

PODCAST

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