How can financial advisers amplify their value?
Read our 2020 Value of an Adviser Study to learn more.
Explore the four factors which help advisers add value for their clients
We believe in the value of advisers. Your clients are your most persuasive advocates. Helping them understand the value you deliver is key. Let's make that easier.
Annual
rebalancing
A is for annual rebalancing: Do your investors know why this matters. Most investors underestimate the value of a disciplined rebalancing policy.
Behavioural
mistakes
B is for behavioural mistakes: Preventing them may be your greatest value. Tips for tackling five common investment biases.
Cost of
investment only
C is for cost: What is the cost and value of basic investment management from advisers? Robos have built their business learning from human advisers.
Planning
P is for planning costs and ancillary services: Make sure your clients consider what those professional hours are worth.
How do you compare?
2020 Value of an Adviser Study. The results are in.
In our 2020 edition, our study shows that the value an adviser delivers to clients, including when it comes to behavioural coaching, exceeds the fee they typically charge. But by how much?
Download the study
Value of an adviser webinars
Value of an Adviser: Behavioural Finance
Audience: Financial Professionals
Staying the course during market volatility is often difficult for many investors. In this webinar we’ll explore some of the common mistakes investors make and deliver some practical tools to help advisers protect their clients in difficult markets.
Wednesday 24 June | 11:00 a.m. (BST)
Value of an Adviser: Bulls vs. Bears
Audience: Financial Professionals
Historically bull markets have lasted longer than bear markets and have more than made up for any losses. In this webinar we discuss the lessons learned from previous market cycles and how you can use these to help your clients today.
Wednesday 1 July | 11:00 a.m. (BST)
Value of an Adviser: Sequential Risk
Audience: Financial Professionals
Clients are more sensitive to market volatility as they approach retirement, but many still need to take some risk if they are to achieve their objectives. In this webinar we discuss how you can help your clients navigate through sequential risk.
Recorded: Wednesday 10 June | 29 mins
The value of an adviser
Audience: Financial Professionals
Recent market volatility has evoked all kinds of lizard-brain emotions among clients (and maybe also advisers). In this webinar, Mark Hayhoe, Director of UK Regional Sales and Sophie Gilbert, Head of North America Business Solutions, will look at techniques advisers can use to help protect their clients from themselves.
Recorded: 7 April 2020 | 29 mins
