VALUE

 

How can financial advisors amplify their
value? Read our 2020 Value of an Advisor
Study to learn more.

Let us demonstrate the value of advice

We focus on 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?

2020 Value of an Advisor Study. The results are in.

In our 2020 edition, our study shows that the value an advisor delivers to clients, including when it comes to behavioral coaching, exceeds the fee they typically charge. But by how much?

See the 2020 numbers.

Client relationships are your most valuable assets


Why work with a financial advisor?

Because that relationship may be one of your best investments.

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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
Four ways to make the rebalancing story meaningful for your clients and easy for you to tell.
B
Behavioral mistakes
Tips for tackling five common investment biases.
C
Cost of investment only
This is the third in a series of posts focusing on the formula of advisor value. Here we discuss what an advisor’s investment management skills are worth.
P
Planning
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.
Tax-efficient
Optimizing taxes over the long term
Discover the distinct tax advantage of Russell Investments Corporate Class.
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