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Activating the Advice Value StackSM
As firms race to stay ahead of seismic shifts in the advice industry — rapid technology advancements, compressed fees, and increased regulation to name a few — client acquisition and retention remain a high priority for firm growth. Yet the client relationship has never been more complicated: Rising expectations, increased options, and growing interpersonal disconnection have made the advisor-client relationship a work of art. As certain financial planning capabilities become increasingly commoditized, firms are looking to add value to their service model to help clients achieve fulfillment. Delivering multiple elements of value to investors requires focus, strategies, and the deliberate commitment of resources and energy.
A Framework to Articulate Value and Organize for Success
The Advice Value StackSM articulates how investors assign value in the advice relationship.
Growth Engines are strategies for firm leaders and advisors to activate and drive the elements of value.
For illustrative purposes only.