Worksheet: Value of Financial Advice

Do you know what your clients value in an advisor? Our research shows what advisors think clients seek, and what they actually seek, don’t always align. Leverage our Finra-approved worksheet to get on the same page and create a foundation for effective discussion.


Advisors can use this printable worksheet to:
  • Help clients identify the attributes they’re looking for in an advisor
  • Introduce them to potential new areas of support
  • Get on the right track for a strong relationship
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