VALUE

Embrace the possibleTM

How can tax-smart advisors provide maximum value? Read our 2019 Value of an Advisor Study to learn more.

Let's help demonstrate the value of advice

We believe in 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?

2019 Value of an Advisor Study. The results are in.

In our five-year anniversary edition, our study again shows that the value an advisor delivers to clients materially exceeds the fee they typically charge. But by how much?

See the 2019 numbers.

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Client relationships are your most valuable assets

Be inspired about the value you deliver to clients.

Explore our collection of materials for frequent client conversations.

Access our Value of an Advisor client kit

Listen to our podcast 

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 smart
=
VALUE

Featured insights from our experts

A
Annual rebalancing
A is for Annual Rebalancing: Do your investors know why this matters?
Most investors understimate the value of a disciplined rebalancing policy. Four ways to communicate this value to your clients.
B
Behavioral mistakes
Downside management toolkit
This toolkit equips you with online resources to use with clients in times of market volatility.
C
Cost of investment only
Buyer beware: Not all robo-advisor portfolios are created equal
Algorithm-driven portfolios seem like a slick solution to the behavioral pitfalls of investing. Be sure to consider these 2 differences.
P
Planning
The value of planning: A 4-point checklist
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.
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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