White Papers

Measuring the Value of a Financial Advisor


In our first white paper, we discuss how to assess the value of working with a financial advisor. Historically, advisor value has been measured by considering investment performance. We provide evidence that advisors provide more value by helping to increase clients’ well-being and protect them from a variety of risks. Next, we discuss how advisors principally provide value through coaching, mentoring, and partnering with their clients.

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