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 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.

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Client relationships are your most valuable assets

Advisor value is real. Amplify it.

Explore our collection of materials for frequent client conversations.

Access our Value of an Advisor client kit

How do premier advisors excel? Our observations shared in this Deep Dive podcast.

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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 financial advisor

A
Annual rebalancing
+
B
Behavioral mistakes
+
C
Cost of investment only
+
P
Planning
+
T
Tax smart
=
VALUE

Featured insights from our experts

A
Annual rebalancing
A is for Annual Rebalancing. And it's never been more vital.
Four ways to make the rebalancing story easy for you to tell and meaningful for your clients.
B
Behavioral mistakes
B is for behavioral mistakes: How much value comes from prevention?
A financial advisor can help steer investor behavior to avoid potentially costly mistakes.
C
Cost of investment only
C is for cost: What is the cost and value of basic investment management from a financial advisor?
Robos have built their business learning from human advisors. Here's what we can learn from them. 
P
Planning
P is for planning costs and ancillary services
Make sure your clients consider what those professional hours are worth.
T
Tax smart
Tax Talk: Explore our featured posts
Taxes have the ability to seriously erode returns. We want to help grow investors’ after-tax wealth.
 

 

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