The Value of an Advisor

What matters most to advisors?

Are your clients satisfied with your services? Do they understand the value they receive from your fee?

And what matters most to clients?

How many times a year does a client need to interact with their advisor to feel more confident? How does leading with planning positively affect client satisfaction?

Jamie Hopkins bridges the gap between what clients and advisors want with data analyzed from consumer surveys.

When you demonstrate your value to clients they’ll feel more confident about their retirement and see more value in working with you.

You can learn more about the survey results by reading through the presentation or watching the webinar.