How can financial advisors amplify their
value? Read our 2020 Value of an Advisor
Study to learn more.
We focus on the value of financial 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 a financial 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.
Get the studyAdvisor value is real. Amplify it.
Explore our collection of materials for frequent client conversations.
Access our Value of an Advisor client kitHow do premier advisors excel? Our observations shared in this Deep Dive podcast.
Listen to our podcast
Why work with a financial advisor?
Because that relationship may be one of your best investments.
DownloadThe Value of an Advisor formula
Cumulative value of the various services offered by a typical financial advisor
Featured insights from our experts
Advisors, ready to take the next step? We're here to help.
Ask a question
You have unique challenges. If you have questions, please share them here. We can help—you decide how.
Ask a questionRequest a meeting
We'd be honored to work with you. Let us know how you want to meet and we'll be happy to connect with you.
Register for MyAccess
MyAccess is a personalized secure web environment for advisors. Access portfolio building tools and special content that is available to advisors for conversations with clients.