(Photo: Thinkstock)
Although fees are an important part of the conversation between financial advisor and client, a holistic menu of services and a focus on financial planning are stronger indicators of value for top advisors, according to a study released Wednesday by Carson Coaching, a financial advisor coaching and resource program.
The study found that clients who believe their financial advisors provide more services and lead with planning are consistently more confident about their own retirement, and are likelier to be highly satisfied with their advisor and to believe they receive adequate value for the fee they pay.
Recommended For You
Complete your profile to continue reading and get FREE access to BenefitsPRO, part of your ALM digital membership.
Your access to unlimited BenefitsPRO content isn’t changing.
Once you are an ALM digital member, you’ll receive:
- Breaking benefits news and analysis, on-site and via our newsletters and custom alerts
- Educational webcasts, white papers, and ebooks from industry thought leaders
- Critical converage of the property casualty insurance and financial advisory markets on our other ALM sites, PropertyCasualty360 and ThinkAdvisor
Already have an account? Sign In Now
© 2025 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.
Michael S. Fischer
Michael S. Fischer is a longtime contributing writer for ThinkAdvisor. He previously reported on trade and intellectual property topics for the Economist Intelligence Unit and covered the hedge fund industry for MARHedge and Reuters News Service.
