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VALUE

 

How can financial advisors reassess their
value? Read our 2021 Value of an Advisor
Study to learn more.

Let us demonstrate the value of advice

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?

2021 Value of an Advisor Study. The results are in.

In our 2021 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 2021 numbers.

Get the study    Read our blog post

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

A
Active rebalancing of investment portfolios
+
B
Behavioral coaching
+
C
Customized client experience & planning
+
P
Product alignment
+
T
Tax-smart planning & investing
=
VALUE

Featured insights from our experts

A
Active rebalancing of investment portfolios
Four ways to make the rebalancing story easy for you to tell and meaningful for your clients.
B
Behavioral coaching
A financial advisor can help steer investor behavior to avoid potentially costly mistakes.
C
Customized client experience & planning
Robos have built their business learning from human advisors. Here's what we can learn from them
P
Product alignment
P is for planning costs and ancillary services
Make sure your clients consider what those professional hours are worth.
T
Tax-smart planning & investing
Taxes have the ability to seriously erode returns. We want to help grow investors’ after-tax wealth.
 

 

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