The emotional and time value of advice
30 minute read
Client relationships

The emotional and time value of advice

Research shows that clients increasingly value the emotional aspects of good financial advice. Our latest study explores the perceived emotional and time value of advisory services through a survey of advised and non-advised investors. We also offer guidance on best practices to help your clients achieve peace of mind through your services.

  • Advised clients are less financially stressed than self-directed investors.

  • Advised investors are roughly half as likely (14%) as self-directed ones (27%) to experience high levels of financial stress.

  • Advice delivers emotional value to clients through more peace of mind. 86% of advised clients report having greater peace of mind when thinking about
    their finances, compared with managing them on their own.

  • Advice saves clients time. 76% of advised clients say advice saves them time.

  • Advice saves employers time through employees’ reduced financial stress.
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