VALUE
Embrace the possible™

Read our 2019 Value of an Advisor Study

Let's help elevate your value

We believe in the value of advisors. 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?
2019 Value of an Advisor Study

The results are in.

In our fourth annual edition, our study again shows that the value an advisor delivers to clients materially exceeds the fee they typically charge. But by how much?

See the 2019 numbers.

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Value of an advisor survey

Client relationships are your most valuable assets

Apple

Why work with a financial advisor?

Because that relationship may be one of your best investments.

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Be inspired about the value you deliver to clients.

Explore our collection of educational articles and investment insights that you can share with your clients.

Access our Value of an Advisor client kit  Visit page

The Value of an Advisor formula
Cumulative value of the various services offered by a typical advisor

 

 
A
Annual rebalancing
+
B
Behavioral mistakes
+
C
Cost of investment only
+
P
Planning
+
T
Tax-efficient
 
=
Value 

Featured insights from our experts

A
Annual rebalancing
Most investors understimate the value of a disciplined rebalancing policy. Four ways to communicate this value to your clients.
B
Behavioral mistakes
Tips for tackling five common investment biases.
C
Cost of investment only
Five key ways advisors deliver value in 2019
Help your clients understand the value you deliver with this simple formula:
A+B+C+P+T
P
Planning
The value of planning: A 4-point checklist
All engagements with end investors need and must start with a financial plan. This is one of the top drivers in delivering value to an end investor.
T
Tax-efficient
Optimizing taxes over the long term
Discover the distinct tax advantage of Russell Investments Corporate Class.

 

Advisors, ready to take the next step? We're here to help.

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